Administrator - Account Opening & Amendments in Liverpool

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.

The Role

• Delivery of service excellence and protection of client assets
• Compliant with regulatory requirements and company policies
• Positive contribution to your team's new and existing initiatives

Outcomes of the Role

• Provide a professional and reliable service for clients, investment managers, advisers, and product providers
• Ensure you are adhering to the team's current SLAs and to all regulatory requirements
• Accountable for administrative tasks within the team in line with the team’s procedures manual
• Ensure that you are actively participating in Continuous Improvement principles and the 4+1 habits
• Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX)
• Assist in User Acceptance Testing (UAT) of new and existing IT systems
• Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained
• Follow the conduct rules and act with integrity
• Be aware of CASS related processes relevant to your team and escalate any issues to your manager
• Build and maintain relationships with all stakeholders, both internal and external
• Any other duties as required

Knowledge, Skills and Experience

• Excellent organisational and time management skills
• High level of accuracy and attention to detail with ability to grasp new tasks quickly
• Strong written and verbal communication skills
• Focus on delivering service excellence
• Good working knowledge of Microsoft Office applications
• A team player able to multi-task in a fast-paced environment
• Ability to build constructive relationships with other members of staff at various levels
• Adaptable, flexible, and able to accept responsibility for given tasks
• A minimum of 5 GCSEs (grade A-C/ 5-9) including Maths & English
• Experience of working as part of a team
• Desirable: industry knowledge and an interest in the wealth management 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
• 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

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, Inclusion Networks, and the NextGen IM Network.

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. 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 2 Disability Confident Employer under the UK Government scheme.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best, 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.

We aim high, we get it done, we show we care, and we do the right thing.

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.