Select how often (in days) to receive an alert: Department: Divisional Head - Tony Clarke Job Category: Support Location: London, GB, EC2V 7QN Date: 22 Jan 2026 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Role Title: Client Service Administrator Location: London Contract: Permanent Working pattern: Hybrid About the Role Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience. What you'll be responsible for Undertakes client administration processes in an efficient manner, ensuring accuracy of data. Tasks include elements of: onboarding; transfers; payments; account and data maintenance; closures; and estate administration. Assists with the investigation and resolution of client queries, referring any investment related queries to team members. Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations. Manages mass mailing communication processes, ensuring that correspondence data is updated as required. Creates and amends presentations or literature for client meetings. Maintains team diaries, arranging meetings and organising travel. Takes meeting minutes as required. Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Some knowledge of the regulatory environment in which we operate is advantageous. Awareness of the products and services Rathbones provide. A demonstrable interest in an administration career. Experience working in a similar role in Financial Services is advantageous. Grades A-C at GCSE or equivalent in English and Maths. 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, Take a moment to pause (Menopause) 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 Level 2 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 at 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. 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 24, 2026
Full time
Select how often (in days) to receive an alert: Department: Divisional Head - Tony Clarke Job Category: Support Location: London, GB, EC2V 7QN Date: 22 Jan 2026 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Role Title: Client Service Administrator Location: London Contract: Permanent Working pattern: Hybrid About the Role Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience. What you'll be responsible for Undertakes client administration processes in an efficient manner, ensuring accuracy of data. Tasks include elements of: onboarding; transfers; payments; account and data maintenance; closures; and estate administration. Assists with the investigation and resolution of client queries, referring any investment related queries to team members. Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations. Manages mass mailing communication processes, ensuring that correspondence data is updated as required. Creates and amends presentations or literature for client meetings. Maintains team diaries, arranging meetings and organising travel. Takes meeting minutes as required. Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Some knowledge of the regulatory environment in which we operate is advantageous. Awareness of the products and services Rathbones provide. A demonstrable interest in an administration career. Experience working in a similar role in Financial Services is advantageous. Grades A-C at GCSE or equivalent in English and Maths. 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, Take a moment to pause (Menopause) 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 Level 2 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 at 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. 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
A leading wealth management firm in Greater London is seeking a Client Service Administrator to provide comprehensive administrative support and enhance client experiences. The successful candidate will manage various client processes, resolve queries, and maintain accurate records. Ideal applicants will have a passion for administration and possess GCSE grades A-C in English and Maths. The role offers a hybrid working pattern, competitive salary, and excellent company benefits.
Jan 24, 2026
Full time
A leading wealth management firm in Greater London is seeking a Client Service Administrator to provide comprehensive administrative support and enhance client experiences. The successful candidate will manage various client processes, resolve queries, and maintain accurate records. Ideal applicants will have a passion for administration and possess GCSE grades A-C in English and Maths. The role offers a hybrid working pattern, competitive salary, and excellent company benefits.
Select how often (in days) to receive an alert: 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Location: London Contract: 12 month fixed term contract Working pattern: Hybrid About the Role To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly. What you'll be responsible for As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner To remind FPs and schedule Annual Reviews as they fall due To coordinate work with FPs, PPs and others in the delivery of service to clients. Effective management of workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients, Investment Managers and FPs plus timescales are met. Support relationships with IMs, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner Provide support, guidance and training to other team members Keep up to date with changes in procedures and follow them at all times Other duties as directed by the department/line manager Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply Understanding and knowledge of client and Investment Managers' expectations High standard of accuracy and attention to detail. Able to apply compliance knowledge Time management Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills where in evidence and used frequently. CII exams beneficial but not essential 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 loansOther 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, Take a moment to pause (Menopause) 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 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 at 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 23, 2026
Full time
Select how often (in days) to receive an alert: 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Location: London Contract: 12 month fixed term contract Working pattern: Hybrid About the Role To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly. What you'll be responsible for As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner To remind FPs and schedule Annual Reviews as they fall due To coordinate work with FPs, PPs and others in the delivery of service to clients. Effective management of workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients, Investment Managers and FPs plus timescales are met. Support relationships with IMs, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner Provide support, guidance and training to other team members Keep up to date with changes in procedures and follow them at all times Other duties as directed by the department/line manager Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply Understanding and knowledge of client and Investment Managers' expectations High standard of accuracy and attention to detail. Able to apply compliance knowledge Time management Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills where in evidence and used frequently. CII exams beneficial but not essential 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 loansOther 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, Take a moment to pause (Menopause) 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 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 at 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Role: Front of HouseAdministrator Location: Manchester Contract Type: Permanent The Role To provide a high-quality Front of House / Telephony service to clients, acting in a professional and courteous manner at all times, contributing to the image and reputation of Rathbones. Outcomes of the Role Responsible for providing a professional, efficient switchboard service, ensuring calls are answered in a timely, courteous manner, announcing calls, and taking messages. Provide a professional meet and greet service to clients and external visitors. Process room bookings: organising details and catering as per request, liaising with IT and facilities where needed. Ensure client areas and meeting rooms are always maintained to a high standard, raising any issues with your line manager. Approve catering requests on Condeco confirming details with the requestor or host. Prepare, present, and serve food and beverages when requested, assisting with clear down of the rooms and kitchen. Assist with events in Manchester Carry out any other duties associated with the role of FoH Administrator as requested by your line manager Support the Client Service Executives (CSEs) with administration and ad hoc projects Knowledge & Experience To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. To build and maintain a professional service to meet the needs of our clients and external contacts To communicate in an effective and positive manner, recognising the role is the voice of the company, whilst adopting a flexible and adaptable approach. To understand the professional services Rathbones, offer to clients and potential new business. Develop and maintain an awareness of the organisational structure and the risks involved when dealing with client data and demonstrate business awareness. To understand and comply with the requirements of our regulators, as they impact upon the business. To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues. To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information. To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors. To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain calm under pressure and continue to work productively and in a focussed way. To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices. To take responsibility for continuing one's own professional development. To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times. Preparation of client meeting rooms to an agreed format and standards ensuring any faults or observations are reported to your line manager. Take daily receipt of sandwich / food deliveries. Preparation of sandwiches, accompaniments, crockery, cutlery and glassware to agreed presentation standards and service to the meeting room at the time requested. 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, Take a moment to pause (Menopause) 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 Level 2 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 at 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. 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 19, 2026
Full time
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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Role: Front of HouseAdministrator Location: Manchester Contract Type: Permanent The Role To provide a high-quality Front of House / Telephony service to clients, acting in a professional and courteous manner at all times, contributing to the image and reputation of Rathbones. Outcomes of the Role Responsible for providing a professional, efficient switchboard service, ensuring calls are answered in a timely, courteous manner, announcing calls, and taking messages. Provide a professional meet and greet service to clients and external visitors. Process room bookings: organising details and catering as per request, liaising with IT and facilities where needed. Ensure client areas and meeting rooms are always maintained to a high standard, raising any issues with your line manager. Approve catering requests on Condeco confirming details with the requestor or host. Prepare, present, and serve food and beverages when requested, assisting with clear down of the rooms and kitchen. Assist with events in Manchester Carry out any other duties associated with the role of FoH Administrator as requested by your line manager Support the Client Service Executives (CSEs) with administration and ad hoc projects Knowledge & Experience To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. To build and maintain a professional service to meet the needs of our clients and external contacts To communicate in an effective and positive manner, recognising the role is the voice of the company, whilst adopting a flexible and adaptable approach. To understand the professional services Rathbones, offer to clients and potential new business. Develop and maintain an awareness of the organisational structure and the risks involved when dealing with client data and demonstrate business awareness. To understand and comply with the requirements of our regulators, as they impact upon the business. To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues. To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information. To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors. To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain calm under pressure and continue to work productively and in a focussed way. To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices. To take responsibility for continuing one's own professional development. To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times. Preparation of client meeting rooms to an agreed format and standards ensuring any faults or observations are reported to your line manager. Take daily receipt of sandwich / food deliveries. Preparation of sandwiches, accompaniments, crockery, cutlery and glassware to agreed presentation standards and service to the meeting room at the time requested. 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, Take a moment to pause (Menopause) 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 Level 2 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 at 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. 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Rathbone Brothers
Frampton On Severn, Gloucestershire
Select how often (in days) to receive an alert: Department: Divisional Head - Tim Bagshaw Job Category: Support Location: Cambridge, GB, CB2 1RE 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Client Service Executive Location: Cambridge Contract: 12 Month FTC Working pattern: Primarily office based About the Role In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversee the operating model for your respective investment management team whilst delivering and contributing to excellent client service. This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects. You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing. What you'll be responsible for Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Manage the client lifecycle administration process to ensure a timely and efficient client experience. Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed. Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters. Work closely with the team and wider administration functions to develop and share best practice. Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Knowledge of regulatory environment in which we operate. Ideally an understanding of the products and services we provide. Willingness and ability to liaise with clients in writing and verbally. Ability to assimilate information into succinct reports. Experience of working in a similar role in Financial Services managing end-to-end administration processes. Experience managing administrative staff (desirable). 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 service Life assurance - 8 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, Take a moment to pause (Menopause) 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 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 at 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 This isn't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 18, 2026
Full time
Select how often (in days) to receive an alert: Department: Divisional Head - Tim Bagshaw Job Category: Support Location: Cambridge, GB, CB2 1RE 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Client Service Executive Location: Cambridge Contract: 12 Month FTC Working pattern: Primarily office based About the Role In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversee the operating model for your respective investment management team whilst delivering and contributing to excellent client service. This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects. You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing. What you'll be responsible for Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes. Manage the client lifecycle administration process to ensure a timely and efficient client experience. Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed. Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters. Work closely with the team and wider administration functions to develop and share best practice. Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Knowledge of regulatory environment in which we operate. Ideally an understanding of the products and services we provide. Willingness and ability to liaise with clients in writing and verbally. Ability to assimilate information into succinct reports. Experience of working in a similar role in Financial Services managing end-to-end administration processes. Experience managing administrative staff (desirable). 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 service Life assurance - 8 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, Take a moment to pause (Menopause) 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 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 at 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 This isn't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Select how often (in days) to receive an alert: Job Category: Technical Specialist / Manager Location: Bournemouth, GB, BH2 5QY Date: 13 Jan 2026 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Location: Bournemouth Contract: Permanent Working pattern: Hybrid About the Role In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. This will involve working with and developing new external professional relationships and to lead these relationships where appropriate. You will also maintain existing client relationships, providing internal/external clients with advice and service. This is a great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK's leading Wealth Management firms. What you'll be responsible for Contribute to the growth of the business through the provision of high-quality, compliant advice and participate in marketing initiatives; collaborating with Rathbones Investment Management colleagues and other professional partners in the legal and tax community to encourage the introduction of clients. Deliver excellent client service by ensuring they are advised on the most appropriate service for their circumstances; working collaboratively with other colleagues in the business to provide a consistent service; ensuring that clients are charged fairly in accordance with the Schedule of Charges; ensuring the number of clients being handled does not exceed capacity. Manage risk by maintaining good working knowledge, providing advice in line with legislative and other requirements, practice is maintained in respect of life, pensions, trust and investment matters; ensuring complete and timely records are made of all interactions with clients and technical documentation is in place to satisfy any requirements of any pension, investment, legislative or compliance changes; regular reviews of client's personal arrangements in line with the Ongoing advice service. Ensure that clients' annual review services are delivered consistently and reliably and that the records adequately attest to this. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge. Qualified at Level 6 as a Chartered Financial Planner. Proven track record of building relationships with introducers either internal or external. Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed. You will be skilled at influencing, motivating yourself and others and highly analytical. You will be highly organised, have strong time management skills and great at teamwork and building a team. 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 Social groups and communities Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. Sports & Social Committees such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause), and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK 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 Level 2 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 at . 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 15, 2026
Full time
Select how often (in days) to receive an alert: Job Category: Technical Specialist / Manager Location: Bournemouth, GB, BH2 5QY Date: 13 Jan 2026 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 don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management 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. As of June 2025 Location: Bournemouth Contract: Permanent Working pattern: Hybrid About the Role In this role you will work with the Financial Planning and Investment Management team to develop new business and to contribute to the office growth strategy, ensuring that the quality of advice and service is of the highest standard. This will involve working with and developing new external professional relationships and to lead these relationships where appropriate. You will also maintain existing client relationships, providing internal/external clients with advice and service. This is a great opportunity for someone who knows the local market well and is skilled at relationship building, to join an ambitious team and progress swiftly within one of the UK's leading Wealth Management firms. What you'll be responsible for Contribute to the growth of the business through the provision of high-quality, compliant advice and participate in marketing initiatives; collaborating with Rathbones Investment Management colleagues and other professional partners in the legal and tax community to encourage the introduction of clients. Deliver excellent client service by ensuring they are advised on the most appropriate service for their circumstances; working collaboratively with other colleagues in the business to provide a consistent service; ensuring that clients are charged fairly in accordance with the Schedule of Charges; ensuring the number of clients being handled does not exceed capacity. Manage risk by maintaining good working knowledge, providing advice in line with legislative and other requirements, practice is maintained in respect of life, pensions, trust and investment matters; ensuring complete and timely records are made of all interactions with clients and technical documentation is in place to satisfy any requirements of any pension, investment, legislative or compliance changes; regular reviews of client's personal arrangements in line with the Ongoing advice service. Ensure that clients' annual review services are delivered consistently and reliably and that the records adequately attest to this. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Experience of successfully delivering a Financial Planning service, with strong up-to-date industry and investment knowledge. Qualified at Level 6 as a Chartered Financial Planner. Proven track record of building relationships with introducers either internal or external. Remain conscious of commercial imperatives whilst ensuring that regulatory and Training & Competence requirements are observed. You will be skilled at influencing, motivating yourself and others and highly analytical. You will be highly organised, have strong time management skills and great at teamwork and building a team. 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 Social groups and communities Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. Sports & Social Committees such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause), and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK 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 Level 2 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 at . 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
A leading wealth management firm is seeking a Technical Specialist / Manager to enhance business growth through high-quality financial advice and client relationship management. Located in Bournemouth, the ideal candidate will possess strong financial planning skills and proven relationship-building abilities. This permanent position offers a hybrid working pattern and a comprehensive benefits package, including a company pension and private medical insurance.
Jan 15, 2026
Full time
A leading wealth management firm is seeking a Technical Specialist / Manager to enhance business growth through high-quality financial advice and client relationship management. Located in Bournemouth, the ideal candidate will possess strong financial planning skills and proven relationship-building abilities. This permanent position offers a hybrid working pattern and a comprehensive benefits package, including a company pension and private medical insurance.
Data Architect Division: Data and Analytics Location: Liverpool or Glasgow Contract: 6 month FTC Working pattern: Hybrid About the Role In this role you will define how data is structured, modelled and connected across the organisation, ensuring it is designed in a consistent, scalable and strategic way. The role provides the data focused architectural direction that enables high quality engineering delivery, supports governance and promotes the effective use of data across business. Working as part of the Group Data function, you will be pivotal in defining our future state Enterprise Data Platform and Master Data Model, establishing design standards and shaping the architectural direction that guides the evolution of our data capabilities. While collaborating with IT architecture teams, you will maintain a clear focus on the data platform and its associated structures, ensuring that data considerations-such as model design, semantics and lifecycle management-are fully represented in long term planning and change initiatives. This is a great opportunity for an experienced Data Architect to make their mark on the organisation. What you'll be responsible for Set principles and patterns for how data is structured, modelled and connected. Develop and maintain the roadmap for the future state Enterprise Data Platform. Evaluate and recommend modern data architectures such as data mesh, data fabric and data lakehouse. Provide data centric architectural leadership within programmes, projects and delivery squads. Define and maintain conceptual, logical and physical data models. Review data aspects of engineering designs and ensure alignment with data standards. Collaborate with Data Engineering, Data Governance and IT architecture teams on data related decisions. Act as a senior advisor on data architecture across the organisation. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Deep experience in data architecture and data modelling across enterprise environments. Strong knowledge of modern data platforms and cloud based data services. Understanding of data integration and transformation patterns. Understanding of modern data concepts such as Data Products and Data as a Product. Ability to influence stakeholders and collaborate with IT architects. Familiarity with data engineering tooling such as Snowflake, DBT, Airflow and Fivetran. The wider technology stack is: Cloud based Big Data Platform - Snowflake Databases - SQL Server, Oracle, NoSQL Data Integration tools (MuleSoft, Fivetran, SSIS) Cloud service experience - AWS and/or Azure Visualization tools - Power BI Data modelling tools - Python, R, Alteryx and Business Objects Remote working, O365 Productivity stack 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, Take a moment to pause (Menopause) 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 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 at 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Jan 11, 2026
Full time
Data Architect Division: Data and Analytics Location: Liverpool or Glasgow Contract: 6 month FTC Working pattern: Hybrid About the Role In this role you will define how data is structured, modelled and connected across the organisation, ensuring it is designed in a consistent, scalable and strategic way. The role provides the data focused architectural direction that enables high quality engineering delivery, supports governance and promotes the effective use of data across business. Working as part of the Group Data function, you will be pivotal in defining our future state Enterprise Data Platform and Master Data Model, establishing design standards and shaping the architectural direction that guides the evolution of our data capabilities. While collaborating with IT architecture teams, you will maintain a clear focus on the data platform and its associated structures, ensuring that data considerations-such as model design, semantics and lifecycle management-are fully represented in long term planning and change initiatives. This is a great opportunity for an experienced Data Architect to make their mark on the organisation. What you'll be responsible for Set principles and patterns for how data is structured, modelled and connected. Develop and maintain the roadmap for the future state Enterprise Data Platform. Evaluate and recommend modern data architectures such as data mesh, data fabric and data lakehouse. Provide data centric architectural leadership within programmes, projects and delivery squads. Define and maintain conceptual, logical and physical data models. Review data aspects of engineering designs and ensure alignment with data standards. Collaborate with Data Engineering, Data Governance and IT architecture teams on data related decisions. Act as a senior advisor on data architecture across the organisation. About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Deep experience in data architecture and data modelling across enterprise environments. Strong knowledge of modern data platforms and cloud based data services. Understanding of data integration and transformation patterns. Understanding of modern data concepts such as Data Products and Data as a Product. Ability to influence stakeholders and collaborate with IT architects. Familiarity with data engineering tooling such as Snowflake, DBT, Airflow and Fivetran. The wider technology stack is: Cloud based Big Data Platform - Snowflake Databases - SQL Server, Oracle, NoSQL Data Integration tools (MuleSoft, Fivetran, SSIS) Cloud service experience - AWS and/or Azure Visualization tools - Power BI Data modelling tools - Python, R, Alteryx and Business Objects Remote working, O365 Productivity stack 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, Take a moment to pause (Menopause) 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 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 at 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. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.