Wealth Administrator

Role Title: Wealth Administrator

Division: Rathbones Financial Planning

Location: Bournemouth

Contract: Permanent 

Working pattern: Hybrid

About the Role

An exciting opportunity has arisen for an Administrator to join our supportive, dynamic team in the Bournemouth office. The team provide a Wealth Advisory Service in relation to retirement planning, estate planning, investments and protection.

In this varied role you will support the team of Planners and Paraplanners across our Bournemouth and Guildford offices. You will need to be able to work flexibly to pick up a wide variety of tasks to allow us to provide our clients with the highest standard of service.

This is a fantastic opportunity to begin on the career path to becoming a Financial Planner in the future should you wish to do so. Previous experience in Wealth or Financial Planning administration is beneficial, but if you have similar industry knowledge then we would like to hear from you.   

What you’ll be responsible for

In this role you will be:

• Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
• Request specific policy information from product providers, 3rd parties via email, telephone and online.
• Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
• Working alongside Paraplanners to ensure they have sufficient policy information to compile advice reports.
• Liaise with providers and Paraplanners to prepare documentation for advice reports.
• Liaise closely with our centralised Financial Planning Administration team regarding new business submissions and ongoing cases.
• Responsibility for post-sale process for clients.
• Client contact via letters, emails and telephone.
• Pre-completing forms/documentation for sending to clients.
• Maintenance of client records (on Xplan) to ensure client data is up to date. Completing client workflows and tasks in XPlan in line with company policy.
• Working in line with company compliance processes and documentation requirements.

About you

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

• Good attention to detail and strong organisation skills.
• Proactive and engaged.
• Listens actively and questions to clarify own understanding.
• Prioritises and makes effective use of time, with flexibility to work in line with the changing needs of the team.
• Ability to work under pressure and meet deadlines.
• Strong team ethic. Works co-operatively and effectively with colleagues to complete tasks and achieve targets.
• Builds strong internal and external relationships.
• Experience using Microsoft Office.
• Previous experience in financial planning would be great, but the right candidate with similar industry knowledge will also be considered.

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

·       Income protection – 75 % salary

·       Company share scheme

·       Flexible holidays – purchase up to 5 additional days

·       Discretionary bonus

·       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 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. 

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 recruit@rathbones.com

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.