01162822177 enquiries@rowleyturton.com

Join Us - Client Service Administrator required

Vacancy, Job,

Client Service Administrator.

We're currently looking for a Client Service Administrator to join our award-winning team.


  • Update fund holdings and unit prices on the IRESS Adviser Office Back Office System & external website.
  • Scan and diary entry post onto Adviser Office Back Office System.
  • Maintain up to date client files and data.
  • Prepare standard letters for clients and providers.
  • Manage the administration workflow.
  • Receive and implement requests from directors and paraplanners.
  • Register and utilise appropriate extranets/websites and other forms of e-business.
  • Obtain illustrations, valuations and other information, etc.
  • Process and track applications.
  • Diary management – for client reviews and director meetings.
  • Update and prepare client files for annual reviews, etc.
  • Liaise with clients and providers via telephone, post and e-mail.
  • Operate within the compliance and corporate standards of the business.
  • Undertake appropriate professional development and training.
  • Report on key measures on a regular basis.
  • Making tea and coffee, etc. as part of the team and for clients as necessary.          

Skills, knowledge, and experience:

  • Minimum grade C GCSE Maths and minimum grade C GCSE English Language or equivalent
  • Interpersonal – team working and communicating with clients remotely.
  • Experience of IRESS Adviser Office desirable.
  • Proactive, willing to continue to develop, enthusiastic.
  • Highly organised, methodical, disciplined, meticulous.
  • Able to prioritise.
  • Computer literate (Word, Excel, back office).
  • Excellent keyboard skills.
  • Excellent telephone manner.



Position: Permanent, Full Time.

Salary: Competitive

Death in Service scheme: 2 x salary.

Generous Pension Scheme: 7% employer contribution based on basic salary.

Career development encouraged: PFS membership, and appropriate CII exams and study material, provided.

Location: Leicester.

To submit your CV for our consideration please e-mail scott@rowleyturton.com


Subscribe to receive your FREE regular newsletter

Award, Investment, Life, Pension, Moneyfacts, 2015, Estate, Tax, Planner, of the Year, Best, Adviser   PFS, Pension Transfer, Gold, Standard, Final Salary, DB, Defined Benefit  Independent Financial Adviser, IFA, Independent, Financial, Adviser, Advisor    

Retirement Planner, award, firm of the year, midlands, 2018, pensions, adviceVouchedfor, Rating, Best, IFAChartered Financial Planners, Chartered Financial Planner, Chartered, Financial, Planner

Rowley Turton (IFA) Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 457946 http://www.fca.org.uk/register.

Rowley Turton (IFA) Ltd Registered Address: Charnwood House, Harcourt Way, Meridian Business Park, Leicester, LE19 1WP. Registered in England & Wales, No. 3145431.

Neither Rowley Turton (IFA) Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.