Administrator - Advice Support - SIPP & FP Admin

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.

Role: Administrator - Advice Support - SIPP & FP Admin

Department: Financial Planning

Duration: Permanent

Location: Leeds

The Role 

To provide administrative support to the whole Financial Planning team to ensure a commercial, high quality, low risk client service can be delivered. To ensure client data is accurate and up to date to support the client service, marketing, strategy and BI requirements of the business. 

Outcomes of the Role 

• Ensuring client records are accurate and up to date and where necessary data cleansing of systems.  This may also include regular monitoring 
• Contributing to the testing of IT systems, processes. 
• Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner. 
• Updating FPs, FPAs and CSEs with progress on data collection. 
• Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required. Ensuring BI can be obtained as needed. 
• Following department processes and procedures, ensuring information is up-to-date and accurate.  
• Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection. 
• Contributing to the collating/updating Agency agreements with providers, as well as setting up new users on 3rd party platforms.  
• Completing projects on an ad-hoc basis for RFP  
• Other administration duties required from time-to-time as directed by the department manager.

Knowledge, Skills and Experience 

• GCSE or equivalent in Maths and English grade C or above 
• Excellent numeracy skills. 
• Good communication skills 
• A high standard of accuracy and attention to detail  
• Must be able to use your own initiative and work closely with Managers in a proactive manner 
• Methodical and conscientious approach to work. Follow procedures in line with internal processes and regulatory requirements 
• Excellent telephone manner 
• At least 12 months experience in an office environment within the financial industry 
• Excel knowledge 
• Ability to learn and embrace new technology 

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.