Administrator - Contracts

Rathbone Brothers

Liverpool

Hybrid

GBP 21,000 - 28,000

Full time

2 days ago
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Benefits offered by this job

Company pension
Private medical insurance
Life assurance
Company share scheme
Discretionary bonus
Flexible holidays
Study support
Season travel ticket loans

Job summary

Rathbones in Liverpool is seeking an Administrator - Contracts for a 12-month FTC within Operations. You will support the life cycle of client trades from deal execution to settlements, ensure contract notes are processed in line with FCA regulations, and deliver service excellence.

The role emphasizes accuracy, strong communication, team collaboration and adherence to SLAs. You will work with investment teams, advisers and product providers to maintain data integrity and efficient admin

Qualifications

  • Excellent organisational and time management skills.
  • High accuracy and attention to detail.
  • Strong written and verbal communication.
  • Focus on delivering service excellence.
  • Good working knowledge of Microsoft Office.
  • Team player, able to multi-task in a fast-paced environment.
  • Ability to build relationships with staff at various levels.
  • Adaptable and responsible for tasks.
  • GCSEs including Maths & English.
  • Experience of working as part of a team.
  • Desirable: knowledge of wealth management sector.

Responsibilities

  • Deliver service excellence and protect client assets.
  • Comply with regulatory requirements and company policies.
  • Contribute to team initiatives and projects.
  • Provide professional and reliable client service.
  • Adhere to SLAs and regulatory requirements.
  • Support continuous improvement and SOPs.
  • Build relationships with stakeholders.

Skills

Excellent organisation
Attention to detail
Communication
Service excellence
MS Office
Team player
Relationship building
Adaptability
Experience in team settings

Education

GCSEs Maths & English

Tools

Microsoft Office

Job description

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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’re proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Job Title: Administrator - Contracts
Department: Operations
Location: Liverpool
Contract Type: FTC 12 Months
The Team

Contracts are responsible for the processing of client deals and act as the middle party between the Dealing Desk and Settlements team to ensure a successful life cycle of a trade from trade execution to market settlement.

The team process and distribute contract notes, where required, to meet FCA regulations.

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 principals and the 4+1 habits. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures
  • 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 escalade 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
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 Level 1 Disability Confident employer 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. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us atrecruit@rathbones.com

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.
  • The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
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. Find out more about the Government Scheme online, click here . 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.

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