At a Glance
- Tasks: Ensure smooth internal transfers and provide top-notch service to clients and colleagues.
- Company: Join Rathbones, a leading wealth manager with a commitment to client success.
- Benefits: Enjoy flexible holidays, private medical insurance, and a generous pension scheme.
- Other info: Embrace a diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Be part of a dynamic team making a real difference in people's financial lives.
- Qualifications: 5 GCSEs including Maths and English; strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
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.
The Internal Transfers team quality check and approve internal transfer instructions received by the Front Office via RID. Complex transfers that have to be processed manually are instructed via ExBO and require more human intervention and additional quality checks.
The Role
- Delivery of service excellence and protection of client assets
- Compliant with regulatory requirements and company policies
- Positive contribution to your teams 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 teams 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 principals 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 that you escrow 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 GCSE’s (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
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.
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.
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. Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
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.
Transfers Within - Administrator in Liverpool employer: Rathbone Brothers
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in Liverpool. Our commitment to employee growth is reflected in our comprehensive benefits package, which includes a generous pension scheme, private medical insurance, and study support for professional development. Join a team that values diversity and fosters a culture of excellence, where your contributions are recognised and you can truly make a difference in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Within - Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those at Rathbones. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to the role. Think about how your skills match what Rathbones is looking for, especially around service excellence and teamwork.
✨Tip Number 3
Show your enthusiasm for the company’s mission! When you get the chance to speak with someone from Rathbones, let them know why you’re excited about helping clients invest their money well.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace Transfers Within - Administrator in Liverpool
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the role of Administrator in Transfers Within. We want to see how you can contribute to our mission of delivering service excellence!
Showcase Your Attention to Detail:Since this role requires a high level of accuracy, be sure to demonstrate your attention to detail in your application. Whether it’s through your formatting or the way you present your achievements, we’re looking for that meticulous touch!
Communicate Clearly:Strong written communication skills are key for this position. Use clear and concise language in your application to show us you can convey information effectively. Remember, we value clarity just as much as you do!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands and helps us keep track of all the amazing candidates like you!
How to prepare for a job interview at Rathbone Brothers
✨Know the Company Inside Out
Before your interview, take some time to research Rathbones thoroughly. Understand their mission, values, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Organisational Skills
As an Administrator, you'll need excellent organisational skills. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Demonstrate Team Spirit
Rathbones values teamwork, so be prepared to talk about your experiences working in a team environment. Share specific instances where you contributed positively to a team project or helped resolve conflicts, highlighting your ability to build constructive relationships.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask your interviewers. This could be about the team's current initiatives or how they measure success in the role. It shows that you're engaged and thinking about how you can contribute to their goals.
