Administrator Provider Business Support

Rathbone Brothers

Liverpool

Hybrid

GBP 21,000 - 30,000

Full time

12 hours ago

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Benefits offered by this job

Company pension - 9% non-contributory

Private medical insurance

Life assurance - 8 x salary

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Other voluntary benefits

Job summary

The Administrator role at Rathbones, based in Liverpool, is a permanent position within the Operations - Provider Business Support team. You will support SIPP and Offshore Bond client accounts, ensuring regulatory compliance and high-quality service.

The role emphasizes accuracy, teamwork, and relationship building with external financial firms and advisers.

Qualifications

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.

Responsibilities

Delivery of service excellence.
Protection of client assets.
Compliant with regulatory requirements and company policies.
Positive contribution to your teams new and existing initiatives.
Provide a professional and reliable service for clients and investment managers.
Adhere to team SLAs and regulatory requirements.
Handle administrative tasks within the team per procedures manual.
Engage in Lean 4+1 habits to improve efficiency and CX/UX.
Assist in testing IT systems (UAT).
Ensure data governance and quality.

Skills

Organisational skills

Time management

Attention to detail

Written and verbal communication

Microsoft Office

Team player

Relationship building

Adaptability

Tools

Microsoft Office

Job description

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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.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Job Title: Administrator

Department: Operations - Provider BusinessSupport

Location: Liverpool

Contract Type: Permanent

The Team

The Provider Business Support team provides liaison between Rathbones and external financial firms which have significant mutual client relationships. These include primarily providers of tax "wrappers" such as SIPPs and Offshore Bonds.

The team also has interactions with intermediary (adviser firms) with whom Rathbones has a strategic relationship.

The teams main responsibility is to ensure Rathbones uphold contractual and regulatory requirements with regards SIPP and Offshore Bond accounts.

The Role

Delivery of service excellence
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 the 4+1 habits from Lean methodology. 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.
Be aware of the conduct rules and act with integrity.
Be aware of CASS related processes relevant to your team and that you escalates 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

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.