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For Companies At a Glance
- Tasks: Manage client fees and ensure smooth operations in a dynamic team environment.
- Company: Join Rathbones, a company dedicated to investing in your future.
- Benefits: Enjoy a rewarding career with clear progression paths and competitive benefits.
- Why this job: Be part of a team that values service excellence and client satisfaction.
- Qualifications: Strong organisational skills and a keen eye for detail are essential.
- Other info: Collaborative culture with opportunities for continuous improvement and personal 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 Fees
Reporting to: Katie Mason
Location: Liverpool
Contract Type: Fixed Term Contract
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 in Warrington 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 in Warrington
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues 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 the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Administrator - IFA & Management Fees in Warrington
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. We want to see how your experience aligns with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how you can contribute to our team. Be sure to mention your client service focus and any relevant experience with financial processes.
Showcase Your Communication Skills: Since strong written communication is essential for this role, make sure your application is clear and concise. We love candidates who can express their thoughts effectively, so don’t hold back on showcasing your writing prowess!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 managing fees. Familiarise yourself with the key responsibilities mentioned in the job description, such as service excellence and compliance with regulatory requirements.
✨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, especially in fast-paced environments.
✨Communicate Clearly
Since strong written and verbal communication skills are essential, practice articulating your thoughts clearly. Prepare to discuss how you've built relationships with stakeholders in the past, as this will demonstrate your client service focus.
✨Embrace Continuous Improvement
Familiarise yourself with Lean methodology and be prepared to discuss how you can contribute to continuous improvement within the team. Share any experiences where you've identified issues and implemented solutions to enhance efficiency or client experience.