Financial Planning 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: Financial Planning Administrator

Department: RFP Advice Delivery

Location: Bristol

Contract Type: Permanent 

The Role

In this role you will support your client team - Financial Planners, Wealth Planner and Paraplanner - in the delivery of an outstanding service to clients. ​You will support the Financial Planners in winning new clients, help coordinate the client team’s activities when dealing with clients and prospects and ensure that deliveries to clients and prospects are accurate and are in line with expectations.

This would suit someone who is proactive and comfortable with attending networking clients events.

This is a hybrid role with 2-3 days in the Bristol office each week.

Outcomes of the Role

• Work within the client team, contributing to the preparation, delivery and implementation of financial planning advice for new and existing clients.​
• Participate in regular client team meetings and manage workloads so that we deliver work in agreed timescales.​
• Process all work accurately and efficiently, ensuring delivery timescales are met and that work is delivered to the high standard we pride ourselves on.​
• Maintain client records and internal CRM systems in accordance with our procedures.​
• Keep up to date with changes in procedures and always follow agreed processes. ​
• Adhere to regulatory requirements as defined in our internal procedures and outlined during training.​
• Support relationships with peers, Financial Planners, Investment Managers, Clients, external providers and other stakeholders, communicating, openly and honestly.​

Knowledge, Skills and Experience

• Understanding and knowledge of client and Financial Planners’ expectations​
• Excellent communication skills​
• High standard of accuracy and attention to detail​
• Able to apply compliance knowledge​
• Good personal time management​
• Ability to coordinate activities across multiple client team members​
• Ability to work with multiple Financial Planners and set and review priorities​
• Ability to organise self and others​
• Competence when using Microsoft Office packages, Word and Excel (Intermediate)​, Powerpoint
• A good understanding of Financial Services administration practices

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.