Client Documentation Officer
Liverpool, GB, L3 1NW Manchester, GB, M3 3HF Glasgow, GB, G2 1EH Birmingham, GB, B4 6AT Belfast, GB, BT1 3FE Sheffield, GB, S11 8HA Bristol, GB, BS1 6AX Newcastle upon Tyne, GB, NE1 6EF Guildford, GB, GU1 3DA Kendal, GB, LA8 0PB Leeds, GB, LS1 4AP Falmouth, GB, TR11 4SZ London, GB, EC2V 7QN Bournemouth, GB, BH2 5QY Exeter, GB, EX1 1UG Cambridge, GB, CB2 1RE Chichester, GB, PO19 1AT Winchester, GB, SO23 7RG Cheltenham, GB, GL50 3SH Edinburgh, GB, EH2 1AF
At Rathbones, our purpose is to help more people invest their money well, so they can live well.
We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.
Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.
Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.
With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.
Rathbones Group Plc is a FTSE 250-listed company.
*Figures as at 30 June 2026.
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, Menopause Matters@Rathbones’ and Armed Forces.
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 Disability Confident Employer (level 2) 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, click here. 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.
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.