Join our team
Rowley Turton is a great family-friendly, award-winning firm of Chartered Financial Planners based on the outskirts of Leicester, conveniently near the M1. As a growing firm, we are always interested in hearing from talented people who may be a good fit for our team.
Perks and Benefits
Competitive Salary
We pride ourselves on paying competitive salaries.
Holidays
21 flexible days + 12 bank holiday days = 33 days total (full time staff)
Part-time staff receive the pro-rata equivalent
Life Assurance
All staff automatically qualify for two times salary Death in Service.
Company Pension
Non-contributory pension with 7% Employer contribution.
Professional Subscriptions
Paid CII Membership (subject to completion of probation period)
Flexible working
Although primarily office-based, we offer flexible hours and working and are incredibly family-friendly.
Family-Friendly
Although primarily office-based, we offer flexible hours and working and we are an incredibly family-friendly firm.
For example:
- Need to work from home to look after a sick child or dog? That’s fine; we can offer remote work that day/week. Want to take the day as unpaid leave instead, or use a day’s holiday? – Again, that’s fine with us.
- Having a washing machine delivered and need to work from home that day – Of course, that’s fine, you can work remotely for the morning/afternoon/day. Whatever is necessary.
- Need to finish early to collect your child because you’ve been let down by child-care. Not an issue, just make the time up another day.
- Want to tweak your hours to miss the worst of the traffic – Not an issue we offer flexible working.
- Can’t get a doctor’s appointment outside of work hours – Not an issue we offer paid time off for those instances.
- In short, we understand that we all have lives outside of work, and we’ll try to accommodate that wherever possible. The directors endeavour to run a company that they themselves would love to work for.
To be considered for future positions.
If you are interested in working with us, but there are no current suitable positions available, we still welcome the chance to review your application for future opportunities.
Please send your CV to our Director, Scott Gallacher, for future consideration.
Our team is always on the lookout for talented individuals to join us.
Thank you for considering us as your potential employer.
Open Positions
IFA Administrator (full-time)
Location: Meridian Business Park, Leicester, just off Junction 21 of the M1
Salary: £28,000–£33,000 per year, depending on qualifications and experience
Rowley Turton is looking for an experienced IFA Administrator to join our financial planning team in Leicester.
This is a varied role providing administrative support to our directors, advisers and paraplanners, helping to ensure client work is handled accurately, efficiently and professionally.
The role would suit someone with previous experience in an IFA or financial planning environment who is organised, methodical, proactive and comfortable working as part of a close-knit professional team.
Key responsibilities include:
- Updating fund holdings and unit prices on IRESS Xplan
- Scanning, diarising and recording post on Xplan
- Maintaining accurate client files and data
- Preparing standard correspondence for clients and providers
- Obtaining illustrations, valuations and provider information
- Processing and tracking applications
- Diary management for client reviews and director meetings
- Preparing client files for annual reviews
- Liaising with clients, providers and the Rowley Turton team
- Working within the compliance and corporate standards of the business
- Supporting the wider office team as required
Skills, knowledge and experience:
- Previous experience in a similar financial services or IFA administration role
- Minimum grade C/4 GCSE Maths and English Language, or equivalent
- Experience of IRESS Xplan would be desirable
- Highly organised, methodical and accurate
- Able to work on your own initiative and manage priorities
- Confident using Word, Excel and Outlook
- Good keyboard skills
- Professional telephone manner
- Reliable, proactive and willing to contribute to the wider team
How to apply:
Please email your CV to our director Scott Gallacher for consideration.
Our awards
Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms. Find out more about the awards we’ve won.
"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."
Martin Sigrist
Rowley Turton client since 2015
Book a meeting
If you'd like to book a meeting with us directly, please click this button: