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- Tasks: Join our Fees team to manage client fees and ensure service excellence.
- Company: Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Clear career progression, competitive salary, and a supportive team environment.
- Why this job: Make a real impact by enhancing client experiences and improving processes.
- Qualifications: Strong organisational skills, attention to detail, and a client service focus.
- Other info: Dynamic role with opportunities for continuous improvement and professional growth.
The predicted salary is between 30000 - 40000 £ per year.
A rewarding place to work. At Rathbones, we invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Department: Operations IFA & Management Fees
Reporting to: Katie Mason
Location: Liverpool
Contract Type: Permanent
The Fees team are responsible for ensuring the creation, maintenance and application of management fees to clients on a quarterly basis. The management fee structures used are what has been agreed in advance between the client and the Investment Manager. The fees collected are the primary source of income to Rathbones.
The team is also responsible for the collection of fees on behalf of third parties such as Independent Financial Advisers (IFAs) who are a key introducer of new business to Rathbones. This involves ensuring that the necessary paperwork is provided in order to facilitate the payments which must be signed by the client and the IFA. These fees may be in the form of a one-off Introductory fee or an ongoing Advice fee to the IFA which are charged at the same time as the Rathbones fees. The team is also responsible for the distribution of client invoices and IFA statements.
The Role
- Delivery of service excellence
- 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 the 4+1 habits from Lean methodology.
- 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.
- Be aware of the conduct rules and act with integrity.
- Be aware of CASS related processes relevant to your team and that you escalate any issues to your manager.
- Build and maintain relationships with all stakeholders, both internal and external.
Knowledge, Skills and Experience
- Excellent organisational and time management skills
- High level of accuracy and attention to detail
- Ability to grasp new tasks quickly
- Strong written and verbal communication skills
- Client service focus
- Good working knowledge of Microsoft Office
- 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
Administrator - IFA & Management Fees employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - IFA & Management Fees
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Rathbones and the role thoroughly. Understand their values and how you can contribute to the team. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you articulate your experiences clearly and effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar!
We think you need these skills to ace Administrator - IFA & Management Fees
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight your organisational skills and attention to detail, as these are key for managing fees and client relationships.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Mention how your experience aligns with the responsibilities of ensuring service excellence and compliance with regulatory requirements.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you've collaborated with others in previous roles. This will show us that you can contribute positively to our team dynamics.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Rathbones.
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Before the interview, make sure you understand Rathbones' operations and the specific role of the Administrator in the IFA & Management Fees team. Familiarise yourself with management fee structures and how they impact client relationships. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Highlight your organisational and time management skills during the interview. Be ready to provide examples of how you've maintained accuracy and attention to detail in previous roles. This is crucial for the administrative tasks you'll be handling.
✨Communicate Clearly
Since strong written and verbal communication skills are essential, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so being able to communicate effectively will set you apart from other candidates.
✨Emphasise Teamwork
Rathbones values collaboration, so be prepared to discuss your experience working in teams. Share examples of how you've contributed to team initiatives or improved processes, as this aligns with their focus on continuous improvement and service excellence.