Administrator - Account & Amendments

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

Job

Department:
Accounts Opening & Amendments Team

Job Category:
Support

Location:

Glasgow, GB, G2 1EH

Date: 16 Jan 2026

Role

Title:

Administrator

Department: Middle Office

Location: Glasgow

Role Type: FTC - September 2026

The Role

To provide comprehensive data entry support to ensure accurate, high quality, effective and efficient information is captured on systems which feed through to allow for an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.

Outcomes of the Role

• To cover a range of administration tasks ensuring completion is prompt and to a high standard.
• Range of possible tasks include, though is not limited to:
• Understand client documentation and the systems relevant to ensure accurate records are maintained:
  Invest Cloud, RID, Account Opening.
• Inputting data to correct fields accurately.
• Checking data entered is 100% accurate.
• Update Invest Cloud Data Entry Team Database.
• Contribute to team meetings, suggest improvements to procedures and processes.
• Seek and implement solutions and best practices across the team.
• Ensure KPIs are maintained.
• Complete any other ad hoc administrative tasks as required.

Knowledge, Skills and Experience

• Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry.
• Understanding of the regulatory environment in which we operate.
• Be proactive in seeking opportunities to gain knowledge and understanding to aid ability to complete the role to a high standard.
• Be proactive in seeking opportunities to drive efficiency in the team.
• Good working knowledge of Microsoft Office.
• Strong written and verbal communication skills.
• Ability to work with speed and accuracy, within tight deadlines.
• Excellent attention to detail, organisational and time management skills.
• Ability to build constructive relationships with other staff members at various levels.
• Grades A—C at GCSE or equivalent in English and Maths.

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 × 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.
• 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.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to…