Administrator, Financial Analyst, Finance & Banking

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At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn
* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

* As of June 2025

Role

Title:

Middle Office Administrator

Division:
Group Operations

Location:
Glasgow

Contract:
Fixed Term until 31/12/2026

Working pattern:
Hybrid

In this role you will provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness and monitoring until completion. If you have a high level of accuracy with data inputting and enjoy working at pace to deliver a great service, then this could be a fantastic opportunity for you.

• Track and monitor the progress of client cases, liaising with Investment Managers or directly with the Professional intermediary as appropriate.
• Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis.
• Support robust management of risk by maintaining money laundering documentation.
• Encourage good working practices by advising Investment managers of correct documentation and procedures.
• Support income generation by providing administrative support to increase capacity for Investment Managers who deal with many Independent Financial Advisors.

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

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach to work.
• Ability to operate in a professional manner and to work within deadlines.
• A good working knowledge of Microsoft Office, Word and Excel.
• Knowledge of Account opening and amendment systems, Quasar and RID would be ideal, but not essential.

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:

• Pension contribution
  -10% of salary
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 10 x 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
• 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.
• The Next Gen 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.

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.

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