Advice Support Apprentice 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.

Role: Advice Support Apprentice x 6

Location: Liverpool

Department: SIPP & FP Admin ( Group Operations) 

Hiring Manager: Emma Davies 

Contract: 18 months 

**Applications are to be made via our partner, Graduate Recruitment Bureau.  The deadline to apply is 4th August 2025 – Apply Here **

We are recruiting talented individuals for our Apprentice Academy

We’re the UK’s largest and most well-established Wealth Managers. We take on both apprentices and graduates and view them both as the bedrock of our talent development for the future. It’s an exciting time to join us as we continue our growth, where our people will make a real difference.

Our clients are at the heart of what we do. Rathbones have been trusted for generations to manage and preserve our clients’ wealth. We aim to build wealth and enduring value for individuals, families, and institutions, through active wealth management built around our clients, charities, trustees and professional partners’ future goals and values.

Our Advice Support Apprentice Opportunity

As an Advice Support Apprentice, you’ll provide support to multiple teams within Rathbones as part of various rotational placements, ensuring smooth operations across the Advice Support function and assisting with a variety of administrative and project-based tasks whilst working towards the Level 3 Financial Services qualification.

You will study for the Level 3 Financial Services qualification, tuition for which is provided by Fitch. As part of the apprenticeship, around 6 hours of your working week will be dedicated to this learning. The apprenticeship will take you up to 18 months to complete, starting in September 2025.

What will I be doing day-to-day?

The department focuses on driving a client-centric support model. Ensuring the delivery of:

• Provide Advice Support services to Rathbones Financial Planning teams (RFP). Ensuring adherence to processes and maintenance of SLA’s agreed with the business.
• Establish strong working relationships across the Rathbones Financial Planning community to all levels to ensure that service excellence is achieved throughout the Advice client lifecycle.
• Work closely with wider Group Operations Functions to build strong relationships with all, ensuring good client outcomes.
• Take a proactive approach to problem solving – looking for opportunities to streamline processes where possible.
• Proactively engage with the regulatory landscape and take ownership for our risk environment
• Providing training and support to develop and empower others, in line with our Training & Development framework.

What Do I Need?

• A minimum of 5 GCSEs (grade A-C/ 4-9) including Maths & English and preferably 2 x A Levels or equivalent. 
• General awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.
• Excellent written and verbal communication skills, strong numerical competency.
• Available for assessment centre on Tuesday 19th August, and to start the role on 15th September. 

**Applications are to be made via our partner, Graduate Recruitment Bureau.  The deadline to apply is 4th August 2025 – Apply Here **

Life at Rathbones

We want everyone at Rathbones to fulfil their potential, and our investment in helping you to develop the type of skills and capabilities that our investment professionals need for the future will be matched by your commitment to learn and grow – all in an environment where you are proud to work and feel like you belong.

We’re an equal opportunities employer and it is our policy to make sure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief or sexual orientation.

Benefits 

We offer a comprehensive remuneration package, which we review regularly, and benefits including a company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans, volunteering days, gym discounts, and other voluntary benefits you can choose to suit you.

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.