Senior SIPP 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: Senior Administrator

Department: SIPP and FP admin

Location: Leeds

Contract Type: Permanent 

Reporting to: Pamesh Rana

The Team

The Cash team are responsible for processing all receipts and payments (including standing orders) for clients.  The team also process internal cash transfers, custodian bank transactions, and firm payments leading to the completion of external bank and internal nominal reconciliations.   

Outcomes of the Role

• Accountable for dealing with more complex administrative requests and activities within your team.
• Assist in the production of appropriate management information, including information relating to key performance indicators, key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter.
• Ensure that you are actively participating in the 4+1 habits from Lean methodology.
• Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
• Be responsible for User Acceptance Testing (UAT) of new and existing IT systems.   
• Be responsible for the initial and ongoing training of team members
• Be responsible for ensuring that the teams’ procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary

Knowledge & Experience

• A minimum of 5 GCSE’s (grade A-C/ 5-9) including Maths & English
• Experience of working as part of a team
• Desirable: • 2 years industry knowledge and an interest in the wealth management sector
• Excellent organisational and time management skills
• Fast and accurate keyboard skills
• High level of accuracy and concentration with ability to grasp new tasks quickly
• Meticulous attention to detail
• Strong written and verbal communication skills
• Ability to effectively prioritise workloads
• Ability to work under pressure and to tight deadlines
• Effective problem solver, generating practical solutions to often complex issues
• Good working knowledge of Microsoft Office
• Focus on delivering service excellence

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.