At Rowley Turton, we believe great financial planning starts with great people. As our firm continues to grow, we’re pleased to announce that we are recruiting for an IFA Administrator to join our friendly and supportive team at our Leicester office.

This is a fantastic opportunity for someone with financial services experience who prides themselves on accuracy, organisation, and excellent client service.

About Rowley Turton

We are a Chartered, award-winning firm of Independent Financial Advisers with a strong reputation for professionalism, integrity, and genuine client care. With over 600 five-star VouchedFor reviews and four consecutive appearances in the New Model Adviser Top 100, we’re proud of the service we deliver — and the people who deliver it.

Our culture is built around teamwork, flexibility, and real-world understanding. We appreciate that everyone has a life outside of work, and we offer sensible flexibility when staff occasionally need it, such as taking unpaid leave, using holiday, or making time up later.

About the Role

The successful candidate will provide essential administrative support to our directors and paraplanners, helping us maintain the high standards our clients expect.

Key responsibilities include:

• Meeting and greeting clients and directing them to the reception area

• Handling incoming phone calls from clients and providers

• Opening, scanning, and uploading post to our IRESS Xplan system

• Franking outgoing post

• Updating fund holdings and unit prices on Xplan

• Maintaining accurate client records and data

• Preparing letters and communications for clients and providers

• Obtaining valuations, illustrations, and other financial information

• Processing and tracking new business applications

• Managing diaries and preparing client review files

• Liaising with clients, providers, and team members

• Supporting general office duties, including making tea and coffee as part of the team

This is an office-based role, and applicants must have previous experience in financial services.

What We’re Looking For

We are seeking someone who is:

• Highly organised and methodical

• Comfortable using technology and back-office systems

• A strong communicator with a professional telephone manner

• Able to prioritise tasks and work proactively

• Accurate, thorough, and able to maintain detailed case notes

• Experienced in financial services administration (Xplan experience is desirable but not essential)

What We Offer

• Salary: £28,000–£32,000, depending on experience

• Non-contributory pension (7% employer contribution)

• Death in Service (2× salary)

• Paid CII membership

• A family-friendly workplace with sensible flexibility

• 31 days’ holiday (21 days plus 12 bank holidays)

• Free parking at our Meridian Business Park office

• The opportunity to join a highly respected, client-focused firm

How to Apply

If you’d like to join a Chartered, supportive, and forward-thinking financial planning firm, we’d love to hear from you.

Please send your CV and a brief covering email to: victoria@rowleyturton.com