Administrator- Advice Support- Self Invested Personal Pensions and Financial Planning

Rathbones Group Plc; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Leeds is seeking an Administrator for Advice Support within their Self Invested Personal Pensions and Financial Planning division. The role involves providing administrative support to ensure high-quality client service, maintaining accurate client records, and assisting with marketing and business intelligence. This is a permanent position with a hybrid working pattern. The ideal candidate will have experience in financial services and a keen eye for detail.

Qualifications

• Experience in providing administrative support within financial services.
• Attention to detail to ensure accurate client records.
• Ability to handle confidential client information responsibly.

Responsibilities

• Provide comprehensive administrative support to the Financial Planning team.
• Ensure client data is accurate and up to date.
• Support marketing, strategy, and business intelligence requirements.

Job description

Company description

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers, with over £109bn

• in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
• As of June 2025

Job description

Role Title : Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP)

Division : Group Operations

Location : Leeds

Contract : Permanent

Working pattern : Hybrid

About the Role

In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service, marketing, strategy and BI requirements of the business.

What youll be responsible for

Ensuring client records are accurate and up to date and where necessary data cle...