IFA Administrator; Office-Based

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.

Salary: £28,000 – £32,000 per year (depending on qualifications and experience)

Working Arrangement:
This is an office-based role with no remote or hybrid working.

Location:

Meridian Business Park, Leicester

• 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, including making tea, coffee, and refreshments for clients and colleagues as part of the team

• 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

• 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

• Entry level

• Full-time

• Administrative