Wealth Trainee

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: Wealth Trainee

Department: Investment Management

Location: Belfast

Contract Type: Permanent

Reporting to: Leigh Yeaman

Working Arrangements: Hybrid

The Role

Supports the Investment Management team in the management and ownership of clientlifecycle processes (onboarding transfers payments account amendments datamaintenance reporting closures and estate distribution) to ensure an excellent clientexperience delivered.

Outcomes of the Role

• Delivers excellent client experience by engaging with clients and intermediaries (in an information-giver capacity) pre-empting issues taking initiative to resolve and using a consistent Rathbones tone of voice.
• Assist the IM team in ensuring Suitability. Suitability requires: annual real-time engagement with the client; clear understanding of their investment aims personal/financial circumstances investment risk appetite and their knowledge and experience of investment products and services; awareness of any vulnerability.
• Enables business growth by assisting with activities for prospective and existing clients (e.g. proposals presentations performance reviews cost illustrations).
• Builds relationships with external partners by initiating trades and corporate events under Investment Management team instruction and guidance.
• Contributes to the development of the team by building relationships with the team (and wider functions) and sharing knowledge / business updates.
• Assists with Investment Management team asset allocation and model work via RID.
• Assists with the preparation of STAR reports for non-discretionary clients.
• Assists team with company research compiling literature and coordinating / contributing to research meetings.
• Supports the management and coordination of the Annual Portfolio Review and Investment Admin data for the Investment Management team.

Knowledge Skills and Experience

Essential:

• Good communicator able to manage expectations with colleagues and clients.
• Detail orientated and organised with strong numerical competency.
• Strong collaborator able to thrive in a team and work well autonomously.
• Knowledge and a keen interest in the investment industry and investment products
• Keeps up to date with industry developments (e.g. products legislation and regulation).
• Working knowledge of asset classes and the investment process.
• Strong IT literacy and ability to adapt to new systems
• Experience in a customer facing role
• A proactive self-starter and quick learner

Advantageous:

• Progress towards industry specific qualifications e.g. Level 4 Investment Advice Diploma
• Prior experience in Wealth Management industry

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.