Administrator

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Administrator

Department: Middle office

Location: Bristol

Contract Type:  Fixed term contract - 12 months

The Role

To provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness, monitoring of same until completion.

This role requires you to attend the Bristol office full-time while in training and then will be hybrid with 3 days each week in the office. 

Outcomes of the Role

• Tracks and monitor the progress of client cases, liaising with Investment Managers or direct with the Professional intermediary as appropriate.
• Supports robust management of risk by maintaining money laundering documentation.
• Encourages good working practices by advising Investment managers of correct documentation and procedures.
• Supports income generation by providing administrative support to increase capacity for Investment Managers who deal with many IFAs.

Knowledge, Skills and Experience

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach to work.
• High level of attention to detail.
• Ability to operate in a professional manner and to work within deadlines.
• Excellent communication skills.
• A good working knowledge of Microsoft Office, Word and Excel.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.