Trade Support Administrator in Liverpool

At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

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:

• Supporting the embedding of all facets of the Data Governance Framework and ensuring that the Group has access to high quality and trusted information to assess performance, provide insight, and inform decisions

Key Responsibilities:

• 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: 2 years 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, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.

Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.

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.