At a Glance
- Tasks: Support directors and paraplanners while delivering exceptional service to clients.
- Company: Join a friendly, professional team at Rowley Turton in Leicester.
- Benefits: Enjoy a competitive salary, pension contributions, and opportunities for progression.
- Other info: Office-based role with a dynamic team and free parking.
- Why this job: Be part of a supportive firm with a modern office environment.
- Qualifications: GCSE Maths and English, plus experience in financial services is a plus.
The predicted salary is between 28000 - 32000 £ per year.
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 and Working Arrangement
- 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
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, including making tea, coffee, and refreshments for clients and colleagues as part of the team
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
Seniority level: Entry level
Employment type: Full-time
Job function: Administrative
IFA Administrator (Office-Based Only) in Leicester employer: Rowley Turton
Rowley Turton is an excellent employer, offering a supportive and family-friendly work environment in our modern Leicester office. With competitive salaries and a non-contributory pension plan, we prioritise employee growth through professional development opportunities, ensuring that our team members thrive while delivering exceptional service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator (Office-Based Only) in Leicester
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Rowley Turton. Understand their values and what they stand for. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Go through common interview questions and rehearse your answers. Focus on your previous experience in financial services and how it relates to the IFA Administrator role. We want you to feel confident when you walk into that interview!
✨Tip Number 3
Show off your organisational skills! Since this role is all about being methodical and detail-focused, be ready to share examples of how you've managed your workload in the past. We love hearing about your ability to juggle tasks and keep everything on track.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a nice touch and keeps you fresh in their minds. Plus, it shows you’re keen on the role!
We think you need these skills to ace IFA Administrator (Office-Based Only) in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in financial services and any relevant skills, especially if you've worked with systems like IRESS Xplan. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills:As an IFA Administrator, being organised is key. In your application, give examples of how you've managed multiple tasks or projects in the past. This will show us that you can handle the busy environment at our Leicester office.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Rowley Turton
✨Know Your Stuff
Make sure you’re familiar with the IRESS Xplan back-office system, as it’s a key part of the role. Brush up on your financial services knowledge and be ready to discuss how your previous experience aligns with the responsibilities listed in the job description.
✨Show Off Your Organisation Skills
Since this role requires a highly organised individual, prepare examples of how you've successfully managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference.
✨Practice Professional Communication
You’ll need to liaise with clients and providers, so practice your professional telephone manner and written communication skills. Consider role-playing common scenarios you might encounter in the role to build your confidence.
✨Be Ready to Discuss Compliance
Understanding compliance and regulatory standards is crucial for this position. Familiarise yourself with basic compliance concepts in financial services and be prepared to discuss how you would ensure adherence to these standards in your work.
