Administrator Advice Support- SIPP and FP

Leeds - UK

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP)

Division: Group Operations

Location: Leeds

Contract: Permanent

Working pattern: Hybrid

About the Role

In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial high-quality low-risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service marketing strategy and BI requirements of the business.

What youll be responsible for:

Ensuring client records are accurate and up to date and where necessary data cleansing of systems. This may also include regular monitoring
Contributing to the testing of IT systems processes.
Processing client letters of authority to providers reviewing plan information and obtaining any missing information in a timely manner.
Updating Financial Planners Financial Planning Assistants and Client Service Executives with progress on data collection.
Inputting attaching and maintaining client information on Adviser Office and Rathbones Financial Planning systems as required. Ensuring BI can be obtained as needed.
Following department processes and procedures ensuring information is up-to-date and accurate.
Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection.
Contributing to the collating/updating Agency agreements with providers as well as setting up new users on 3rdparty platforms.
Completing projects on an ad-hoc basis for Rathbones Financial Planning

About you

If you meet some of these criteria and are excited about the role we encourage you to apply:

A high standard of accuracy and attention to detail
Methodical and conscientious approach to work following procedures in line with internal processes and regulatory requirements
Must be able to use your own initiative and work closely with Managers in a proactive manner
Excellent telephone manner
Some experience in an office environment within the financial industry
Basic Excel knowledge
Excellent numeracy skills and communication skills
Ability to learn and embrace new technology

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 years 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

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of 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.

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 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 were 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 arent 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 dont miss out.

Required Experience:

Unclear Seniority