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For Companies At a Glance
- Tasks: Support financial planners in delivering exceptional service and managing client relationships.
- Company: Join Rathbones, a trusted name in wealth management with a commitment to responsible investing.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients secure their financial futures while working in a supportive team.
- Qualifications: Attention to detail, time management skills, and proficiency in Microsoft Office are essential.
- Other info: Be part of a diverse and inclusive workplace that values your contributions.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
Department and Location
Department: RFP Advice Delivery
Location: Bristol
Contract Type: Permanent
The Role
In this role you will support your client team – Financial Planners, Wealth Planner and Paraplanner – in the delivery of an outstanding service to clients. You will support the Financial Planners in winning new clients, help coordinate the client team’s activities when dealing with clients and prospects and ensure that deliveries to clients and prospects are accurate and are in line with expectations.
This would suit someone who is proactive and comfortable with attending networking clients events.
This is a hybrid role with 2-3 days in the Bristol office each week.
Outcomes of the Role
- Work within the client team, contributing to the preparation, delivery and implementation of financial planning advice for new and existing clients.
- Participate in regular client team meetings and manage workloads so that we deliver work in agreed timescales.
- Process all work accurately and efficiently, ensuring delivery timescales are met and that work is delivered to the high standard we pride ourselves on.
- Maintain client records and internal CRM systems in accordance with our procedures.
- Keep up to date with changes in procedures and always follow agreed processes.
- Adhere to regulatory requirements as defined in our internal procedures and outlined during training.
- Support relationships with peers, Financial Planners, Investment Managers, Clients, external providers and other stakeholders, communicating, openly and honestly.
Knowledge, Skills and Experience
- Understanding and knowledge of client and Financial Planners’ expectations
- High standard of accuracy and attention to detail
- Able to apply compliance knowledge
- Good personal time management
- Ability to coordinate activities across multiple client team members
- Ability to work with multiple Financial Planners and set and review priorities
- Ability to organise self and others
- Competence when using Microsoft Office packages, Word and Excel (Intermediate), Powerpoint
- A good understanding of Financial Services administration practices
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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Financial Planning Administrator employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the financial planning space. It’s all about building relationships, so don’t be shy – introduce yourself and chat about your passion for client service.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience with Microsoft Office and financial services administration. Highlight how your attention to detail can contribute to their team.
✨Tip Number 3
Be proactive! If you see an opportunity to help out or take on extra responsibilities during interviews or networking events, jump at it. This shows you’re eager to contribute and can handle multiple tasks, just like the role requires.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It gives us a better chance to understand your journey and how you align with our values at Rathbones. Don’t miss out!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your relevant experience and skills that align with Rathbones' values and the job description. We want to see how you can contribute to our mission!
Showcase Your Attention to Detail: Since accuracy is key in this role, be sure to demonstrate your attention to detail in your application. Use clear formatting and check for any typos or errors. We appreciate candidates who take pride in their work!
Express Your Passion for Client Service: Rathbones values client service highly, so make sure to convey your enthusiasm for helping clients in your application. Share examples of how you've gone above and beyond in previous roles to support clients or colleagues.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can ensure your application gets the attention it deserves. Plus, it’s the best way to stay updated on your application status!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Numbers
As a Financial Planning Administrator, it's crucial to have a solid grasp of financial concepts and terminology. Brush up on key financial principles and be ready to discuss how they apply to client scenarios. This shows your understanding of the role and your commitment to delivering outstanding service.
✨Showcase Your Attention to Detail
Accuracy is paramount in this role. Prepare examples from your past experiences where your attention to detail made a difference. Whether it was managing client records or ensuring compliance, demonstrating this skill will resonate well with the interviewers.
✨Be Proactive and Engaging
Rathbones values proactive team members who can engage with clients and colleagues alike. Think of instances where you took the initiative in previous roles or during networking events. Share these stories to highlight your ability to build relationships and contribute positively to the team.
✨Familiarise Yourself with Their Values
Rathbones prides itself on responsible investing and client service. Research their mission and values, and be prepared to discuss how your personal values align with theirs. This will show that you're not just looking for any job, but that you're genuinely interested in being part of their team.
