Financial Planning Administrator
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
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 UKs most responsible wealth manager.
We see it as our responsibility to invest for everyones 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 Title: Financial Planning Administrator
Department: RFP Advice Delivery
Location: Bristol
Contract Type: Permanent
The Role
In this role you will support your client team - Financial Planners Wealth Planner and Paraplanner - in the delivery of an outstanding service to clients. You will support the Financial Planners in winning new clients help coordinate the client teams activities when dealing with clients and prospects and ensure that deliveries to clients and prospects are accurate and are in line with expectations.
This would suit someone who is proactive and comfortable with attending networking clients events.
This is a hybrid role with 2-3 days in the Bristol office each week.
Outcomes of the Role
- Work within the client team contributing to the preparation delivery and implementation of financial planning advice for new and existing clients.
- Participate in regular client team meetings and manage workloads so that we deliver work in agreed timescales.
- Process all work accurately and efficiently ensuring delivery timescales are met and that work is delivered to the high standard we pride ourselves on.
- Maintain client records and internal CRM systems in accordance with our procedures.
- Keep up to date with changes in procedures and always follow agreed processes.
- Adhere to regulatory requirements as defined in our internal procedures and outlined during training.
- Support relationships with peers Financial Planners Investment Managers Clients external providers and other stakeholders communicating openly and honestly.
Knowledge Skills and Experience
- Understanding and knowledge of client and Financial Planners expectations
- Excellent communication skills
- High standard of accuracy and attention to detail
- Able to apply compliance knowledge
- Good personal time management
- Ability to coordinate activities across multiple client team members
- 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 and Excel (Intermediate) Powerpoint
- A good understanding of Financial Services administration practices
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.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve 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 require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.
Required Experience:
Unclear Seniority
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
