ISA Administration Specialist – Wealth Management Support in Liverpool

ISA Administration Specialist – Wealth Management Support in Liverpool

Liverpool Full-Time 27000 - 33000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support ISA operations and ensure compliance with HMRC rules while delivering top-notch service.
  • Company: Join Rathbones, a leading FTSE 250 wealth manager with a national presence.
  • Benefits: Enjoy competitive pay, career development opportunities, and a supportive team environment.
  • Other info: Be part of a respected company with a commitment to excellence and client satisfaction.
  • Why this job: Make a difference in client asset management while growing your skills in a dynamic industry.
  • Qualifications: Strong organisational skills and a passion for teamwork are essential.

The predicted salary is between 27000 - 33000 Β£ per year.

Rathbones is seeking an Administrator for ISA operations in Liverpool.

The role focuses on delivering high-quality service while safeguarding client assets and complying with HMRC ISA rules and internal policies.

You will support HMRC reporting, SISAs processes, and ongoing governance standards.

A strong team player with organisational skills will thrive in this role within a FTSE 250 wealth manager with national reach.

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ISA Administration Specialist – Wealth Management Support in Liverpool employer: Rathbone Brothers

Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.

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Contact Details:

Rathbone Brothers Recruitment Team

We think you need these skills to ace ISA Administration Specialist – Wealth Management Support in Liverpool

ISA Operations Knowledge
Client Asset Safeguarding
HMRC Compliance
Organisational Skills
Team Collaboration
High-Quality Service Delivery
Governance Standards Understanding