Administrator - Provider Business Support

About Rathbones Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager. We see it as our responsibility to invest for everyone's tomorrow – that means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today, looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Job Details Job Title: AdministratorDepartment: Operations – Provider Business SupportLocation: LiverpoolContract Type: PermanentReporting to: Joe Scott 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 team’s main responsibility is to ensure Rathbones uphold contractual and regulatory requirements with regards to SIPP and Offshore Bond accounts. Responsibilities Deliver service excellence. Protect client assets. Comply with regulatory requirements and company policies. Make a positive contribution to the team’s new and existing initiatives. Provide a professional and reliable service for clients, investment managers, advisers, and product providers. Adhere to the team’s current SLAs and all regulatory requirements. Be accountable for administrative tasks within the team in line with the team’s procedures manual. Actively participate in the 4+1 habits from Lean methodology, including dynamic visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures. Support continuous improvement across the team, leading to enhancements in efficiency and client and customer experience (CX/UX). Assist in User Acceptance Testing (UAT) of new and existing IT systems. Operate within the Group data governance framework and maintain data quality and integrity. Adhere to conduct rules and act with integrity. Understand CASS-related processes relevant to the team and escalate any issues to the manager. Build and maintain relationships with all stakeholders, both internal and external. 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 staff at various levels. Adaptable, flexible, and able to accept responsibility for given tasks. 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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. Equal Opportunities We are a Level 1 Disability Confident employer 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. #J-18808-Ljbffr