Client Documentation Officer

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Client Documentation Officer

Location: Liverpool / Glasgow

Contract: Permanent  

Working pattern: Hybrid

About the Role

This role aims to improve client satisfaction with and understanding of our documentation in line with our Brand Experience principles and Consumer Duty (Understanding) standards, resulting in a reduction in complexity and cost to serve. Improve client satisfaction with and understanding of our client documentation, turning them into a point of delight in the brand experience.

What you’ll be responsible for

• Own delivery of assigned Client Documentation requests, from brief acceptance to delivery
• Maintain a full document and version control audit trail
• Manage own capacity, prioritisation, and reporting of progress to assist team planning
• Client Documentation: documents along the client journey, i.e. from onboarding onwards (e.g. forms, Terms of business, schedule of charges etc, per current existing scope – excludes brochures, pitch packs and presentations on portfolio performance)
• Liaise with all relevant stakeholders to address new needs and to suggest improvements
• Contribute to the evolution of the team's ways of working by identifying improvements and efficiencies in process, updating the procedures and process manual as required and supporting the implementation and development of new processes and technology

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• A strong drive for continuous improvement in ways of working & usability of Client Docs
• Highly organised, ability to juggle numerous requests
• Understanding of Consumer Duty framework
• Understanding of digital technologies usable for forms including Seismic and Docusign, and of principles of user-centric design
• Strong communication skills; impeccable attention to detail
• Working Relationships – able to actively build constructive relationships and networks both internally and externally
• Good academic record and/or relevant professional qualifications
• Experience of a busy commercial office environment, preferably within the financial services sector

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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.

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 feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.