Senior Administrator Account Opening and Amendments

Bristol - UK

Monthly Salary: Not Disclosed

Posted on: Yesterday

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

Job Title: Senior Administrator - Account Opening & Amendments

Location: Bristol

Contract Type: Permanent

The Role

Delivery of service excellence and protection of client assets
Provide support and act as an escalation point to your team members
Compliant with regulatory requirements and company policies
Positive contribution to and support for new initiatives within your team and wider Operations

Outcomes of the Role

Accountable for dealing with more complex administrative requests and activities within your team
Assist in the production of appropriate management information including information relating to key performance indicators key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter
Ensure that you are actively participating in Continuous Improvement principals and the 41 habits
Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX)
Be responsible for User Acceptance Testing (UAT) of new and existing IT systems
Be responsible for the initial and ongoing training of team members
Be responsible for ensuring that the teams procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary
Any other duties as required

Knowledge Skills and Experience

Excellent organisational and time management skills
High level of accuracy and concentration with ability to grasp new tasks quickly
Meticulous attention to detail
Strong written and verbal communication skills
Ability to effectively prioritise workloads
Ability to work under pressure and to tight deadlines
Effective problem solver generating practical solutions to often complex issues
Good working knowledge of Microsoft Office applications
Focus on delivering service excellence
A minimum of 5 GCSEs (grade A-C/ 5-9) including Maths & English
Experience of working as part of 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 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 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 2 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:

Senior IC

Job Title: Senior Administrator - Account Opening & Amendments

Location: Bristol

Contract Type: Permanent

The Role

Delivery of service excellence and protection of client assets
Provide support and act as an escalation point to your team members
Compliant with regulatory requirements and company policies
Positive contribution to and support for new initiatives within your team and wider Operations

Outcomes of the Role

Accountable for dealing with more complex administrative requests and activities within your team
Assist in the production of appropriate management information including information relating to key performance indicators key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter
Ensure that you are actively participating in Continuous Improvement principals and the 41 habits
Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX)
Be responsible for User Acceptance Testing (UAT) of new and existing IT systems
Be responsible for the initial and ongoing training of team members
Be responsible for ensuring that the teams procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary
Any other duties as required

Knowledge Skills and Experience

Excellent organisational and time management skills
High level of accuracy and concentration with ability to grasp new tasks quickly
Meticulous attention to detail
Strong written and verbal communication skills
Ability to effectively prioritise workloads
Ability to work under pressure and to tight deadlines
Effective problem solver generating practical solutions to often complex issues
Good working knowledge of Microsoft Office applications
Focus on delivering service excellence
A minimum of 5 GCSEs (grade A-C/ 5-9) including Maths & English
Experience of working as part of 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 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 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 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.

Mission

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:

Senior IC

Key Skills

Data Entry
Adobe Acrobat
AS400
EDI
Microsoft Outlook
Cloud Architecture
Microsoft Excel
Quick Books
Administrative Experience
Order Fulfillment
Project Implementation
Sales Support

Apply Now

About Company

Rathbones

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

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