At a Glance
- Tasks: Support clients by processing documentation and providing valuations.
- Company: Join a diverse team at Rathbones, a leader in financial planning.
- Benefits: Enjoy a generous pension, private medical insurance, and flexible holidays.
- Other info: Opportunities for study support and career growth in a supportive environment.
- Why this job: Make a real difference in clients' lives while developing your skills.
- Qualifications: Strong communication skills and knowledge of financial products required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Leeds
Contract: Permanent
Key Responsibilities
- Processing of new business and client servicing documentation by liaising with both the client facing teams and product providers.
- Providing annual and ad hoc valuations for our clients including any regulatory requirements.
- Maintaining the quality and accuracy of all data on X Plan.
Core skills and knowledge
- Excellent telephone manner, listens actively and questions to clarify own understanding.
- Written communication grammatically correct, with good spelling and punctuation.
- Prioritises and makes effective use of time with good organisation skills.
- Knowledge of Financial Planning Products and Processes.
- Ability to use Microsoft Office.
- Experience using Iress X Plan.
Our offer to you
- 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 × 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.
- Other voluntary benefits you can choose to suit you.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. 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. 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. 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.
Administrator - Advice Support in Leeds employer: Rathbone Brothers
Rathbones is an exceptional employer located in Leeds, offering a supportive work culture that prioritises employee well-being and professional growth. With benefits such as a generous pension scheme, private medical insurance, and flexible holiday options, we foster an environment where diverse talents can thrive and contribute meaningfully to our clients' financial success.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Advice Support in Leeds
✨Tip Number 1
Get to know the company! Research Rathbones and their values. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your telephone skills! Since the role requires an excellent telephone manner, try role-playing with a friend or family member to get comfortable with active listening and clarifying questions.
✨Tip Number 3
Brush up on your Microsoft Office skills! Make sure you're confident using Excel and Word, as these tools are essential for the Administrator role. There are loads of free online resources to help you out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're proactive and keen to join the team at Rathbones. Don’t wait too long – apply now!
We think you need these skills to ace Administrator - Advice Support in Leeds
Some tips for your application 🫡
Get Your Grammar Right:We can't stress this enough! Make sure your written communication is spot on with correct grammar, spelling, and punctuation. It shows us that you pay attention to detail, which is super important for the Administrator role.
Tailor Your Application:Take a moment to customise your application for the Administrator – Advice Support position. Highlight your relevant experience with financial planning products and processes, and let us know how your skills align with what we're looking for.
Show Off Your Organisation Skills:In your application, give us examples of how you've effectively managed your time and prioritised tasks in previous roles. We want to see that you can juggle multiple responsibilities like a pro!
Apply Through Our Website:Don't forget to submit your application through our website! It's the best way to ensure it gets to us quickly and securely. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you brush up on your knowledge of Financial Planning Products and Processes. Familiarise yourself with the specifics of the role, especially how to process client documentation and valuations. This will show that you're not just interested in the job, but that you understand what it entails.
✨Practice Your Communication Skills
Since excellent telephone manner and written communication are key for this role, practice answering common interview questions out loud. You could even role-play with a friend to get comfortable with articulating your thoughts clearly and confidently.
✨Get Organised
Demonstrate your organisational skills by preparing a list of questions to ask the interviewer. This shows that you’re proactive and genuinely interested in the company and the role. Plus, it gives you a chance to assess if this is the right fit for you too!
✨Familiarise Yourself with X Plan
If you have experience using Iress X Plan, be ready to discuss it. If not, do some research or watch tutorials to understand its functionalities. Being able to talk about how you can maintain data quality and accuracy on this platform will definitely give you an edge.
