At a Glance
- Tasks: Join our team to ensure smooth internal transfers and enhance client experiences.
- Company: Rathbones, a leading UK wealth manager with a supportive culture.
- Benefits: Enjoy flexible holidays, private medical insurance, and a generous pension scheme.
- Other info: Be part of a diverse team with opportunities for growth and community involvement.
- Why this job: Make a real impact in the wealth management sector while developing your skills.
- 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 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 that you 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 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
- Income protection – 75 % 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
- Volunteering days
- Gym discounts
- 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.
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.
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.
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: Rathbones
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. Located in Liverpool, our team enjoys a comprehensive benefits package, including flexible holidays, private medical insurance, and opportunities for professional development through study support and community engagement. Join us to be part of a passionate team dedicated to making a meaningful impact 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 the interview by knowing your stuff! Research Rathbones, their values, and recent news. Show us you’re genuinely interested in helping clients invest wisely and feel confident.
✨Tip Number 3
Practice makes perfect! Get a mate to do a mock interview with you. Focus on showcasing your organisational skills and attention to detail – they’re key for the Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re keen on joining the Rathbones family!
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 for the Administrator role. Highlight your organisational skills and attention to detail, as these are key for the Transfers Within team.
Showcase Your Team Spirit:We love a good team player! In your application, mention any experiences where you’ve worked collaboratively. This will show us you can build constructive relationships with colleagues.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your communication skills shine through!
Apply Through Our Website:Don’t forget to submit your application via our website. It’s the best way to ensure we receive your details directly and can consider you for the role!
How to prepare for a job interview at Rathbones
✨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 that you're genuinely interested in being part of their team.
✨Showcase Your Organisational Skills
As an Administrator in Transfers Within, 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 Your Team Spirit
Rathbones values teamwork, so be prepared to talk about your experiences working collaboratively. Share specific instances where you contributed to a team project or helped resolve conflicts. Highlight your ability to build constructive relationships with colleagues at various levels.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and adherence to regulatory requirements. Think of situations where you've had to make quick decisions or handle complex tasks. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
