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- Tasks: Support various teams with administrative tasks and projects while studying for a Level 3 qualification.
- Company: Join Rathbones, the UK's largest wealth manager, trusted for generations in investment services.
- Benefits: Enjoy perks like private medical insurance, gym discounts, and volunteering days.
- Why this job: Make a real difference in clients' lives while developing valuable skills in a supportive environment.
- Qualifications: 5 GCSEs including Maths & English; A Levels preferred; eagerness to learn about finance.
- Other info: Applications close on 4th August 2025; start date is 15th September.
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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.
Location: Liverpool
Department: SIPP & FP Admin ( Group Operations)
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.
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.
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.
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Advice Support Apprentice Administrator employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Support Apprentice Administrator
✨Tip Number 1
Familiarise yourself with Rathbones' values and mission. Understanding their commitment to responsible wealth management will help you align your answers during interviews and show that you're genuinely interested in their approach.
✨Tip Number 2
Network with current or former employees of Rathbones on platforms like LinkedIn. Engaging with them can provide insights into the company culture and the specific skills they value, which can be beneficial for your application.
✨Tip Number 3
Prepare for the assessment centre by practising common interview questions related to teamwork and problem-solving. Since the role involves supporting multiple teams, demonstrating your ability to collaborate effectively will be crucial.
✨Tip Number 4
Stay updated on current trends in the financial services industry. Showing that you have a keen awareness of the sector during discussions can set you apart from other candidates and demonstrate your enthusiasm for the role.
We think you need these skills to ace Advice Support Apprentice Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Advice Support Apprentice Administrator position. Familiarise yourself with the key tasks mentioned in the job description, such as providing support to financial planning teams and maintaining service excellence.
Tailor Your CV: Customise your CV to highlight relevant skills and experiences that align with the requirements of the role. Emphasise your communication skills, numerical competency, and any previous experience in administrative or financial services roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the apprenticeship and your understanding of Rathbones' values. Mention your willingness to learn and how you can contribute to their client-centric approach.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Rathbone Brothers
✨Understand the Company Values
Before your interview, take some time to research Rathbones and their commitment to responsible wealth management. Familiarise yourself with their values and how they aim to build enduring value for clients. This will help you align your answers with their mission during the interview.
✨Showcase Your Communication Skills
As an Advice Support Apprentice, excellent written and verbal communication skills are crucial. Prepare examples from your past experiences where you effectively communicated with others, whether in a team setting or through client interactions. This will demonstrate your ability to thrive in a client-centric environment.
✨Demonstrate Problem-Solving Abilities
Rathbones values proactive problem solvers. Think of instances where you've identified issues and implemented solutions, especially in administrative or project-based tasks. Be ready to discuss these examples to show your potential to streamline processes and improve operations.
✨Express Your Willingness to Learn
Since this role involves working towards a Level 3 Financial Services qualification, it's important to convey your eagerness to learn and grow within the financial services sector. Share your motivations for pursuing this apprenticeship and how you plan to make the most of the training opportunities provided.
