Client Documentation Officer

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Department:
Wealth Management Business Enablement

Job Category:
Support

Location:

Liverpool, GB, L3 1NW
Manchester, GB, M3 3HF
Bournemouth, GB, BH2 5QY
Newcastle upon Tyne, GB, NE1 6EF
Winchester, GB, SO23 7RG
Chichester, GB, PO19 1AT
Bristol, GB, BS1 6AX
Cheltenham, GB, GL50 3SH
Leeds, GB, LS1 4AP
Kendal, GB, LA8 0PB
Birmingham, GB, B4 6AT
Cambridge, GB, CB2 1RE
London, GB, EC2V 7QN
Falmouth, GB, TR11 4SZ
Sheffield, GB, S11 8HA
Glasgow, GB, G2 1EH
Belfast, GB, BT1 3FE
Exeter, GB, EX1 1UG
Edinburgh, GB, EH2 1AF
Guildford, GB, GU1 3DA

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

* Figures as at 30 June 2026.

This role aims to improve client satisfaction with and understanding of our documentation in line with our Brand Experience principles and Consumer Duty (Understanding) standards, resulting in a reduction in complexity and cost to serve. Improve client satisfaction with and understanding of our client documentation, turning them into a point of delight in the brand experience.

• Own delivery of assigned Client Documentation requests, from brief acceptance to delivery
• Maintain a full document and version control audit trail
• Manage own capacity, prioritisation, and reporting of progress to assist team planning
• Client Documentation: documents along the client journey, i.e. from onboarding onwards (e.g. forms, Terms of business, schedule of charges etc, per current existing scope – excludes brochures, pitch packs and presentations on portfolio performance)
• Liaise with all relevant stakeholders to address new needs and to suggest improvements
• Contribute to the evolution of the team's ways of working by identifying improvements and efficiencies in process, updating the procedures and process manual as required and supporting the implementation and development of new processes and technology

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

• A strong drive for continuous improvement in ways of working & usability of Client Docs
• Highly organised, ability to juggle numerous requests
• Understanding of Consumer Duty framework
• Understanding of digital technologies usable for forms including Seismic and Docusign, and of principles of user-centric design
• Working Relationships – able to actively build constructive relationships and networks both internally and externally
• Good academic record and/or relevant professional qualifications
• Experience of a busy commercial…