Adminstrator

Rathbones Group; West Kirby; On-site; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Job summary

Rathbones Group is seeking an Administrator to support Account Closure Case Handling in Liverpool. You will deliver service excellence, protect client assets, and ensure regulatory compliance while supporting your team's initiatives.

With strong organisational skills, attention to detail, and proficiency in Microsoft Office, you will manage tasks efficiently, communicate clearly with clients and colleagues, and help drive continuous improvement in case handling and data governance.

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 staff at various levels.

Responsibilities

• Deliver professional and reliable service for clients, investment managers, advisers and product providers.
• Adhere to regulatory requirements and team SLAs.
• Perform administrative tasks in line with procedures manual.
• Participate in Lean 4+1 habits and visual management practices.
• Support continuous improvement in efficiency and client experience (CX/UX).
• Assist in User Acceptance Testing (UAT) of IT systems.

Skills

Organisational skills

Time management

Accuracy

Communication skills

Client service focus

Microsoft Office

Team player

Relationship building

Adaptability

Tools

Microsoft Office

Job description

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 - Account Closure Case Handling

Location: Liverpool

Contract Type: 12 Month FTC

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 escalat 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
• 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

• 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.

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.