Location: Meridian Business Park, Leicester
Salary: £28,000 – £33,000 per year (depending on qualifications and experience)
Working Arrangement: This is an office-based role with no remote or hybrid working.
About the Role
Rowley Turton is looking for a highly organised IFA Administrator to join our friendly, professional team at our Leicester office. This is a key role supporting our directors and paraplanners and helping us deliver an exceptional service to our clients.
You will be responsible for a wide range of administrative duties, including maintaining client records, updating investment information, preparing correspondence, and liaising with clients and providers. The ideal candidate will have previous financial services experience, excellent attention to detail, and a proactive approach to managing a varied workload.
Key Responsibilities
* Update fund holdings and unit prices on the IRESS Xplan back-office system
* Scan, upload, and diary-entry post into Xplan
* Maintain accurate and up-to-date client files and data
* Prepare standard letters and communications for clients and providers (telephone, post, and email)
* Obtain illustrations, valuations, and other policy information
* Process and track new business applications
* Manage diaries, including scheduling client reviews and director appointments
* Prepare and update client files in advance of annual reviews
* Liaise professionally with clients, providers, and internal team members
* Work within the firm’s compliance, regulatory, and corporate standards
* Assist with general office duties.
Skills, Knowledge and Experience
* Minimum grade C GCSE Maths and English Language (or equivalent)
* Previous experience in a financial services administrative role
* Experience with IRESS Xplan is desirable
* Highly organised, methodical, disciplined, and detail-focused
* Able to prioritise workload and work on your own initiative
* Strong computer skills (Word, Excel, Outlook)
* Excellent keyboard skills and accuracy
* Professional telephone manner and communication skills
Benefits
* Death in Service: 2 × salary
* Non-contributory pension: 7% employer contribution
* Supportive, family-friendly firm
* Opportunities for progression and professional development
* Modern office environment with free parking
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