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Rathbones apprentice academy

Glasgow (Glasgow City)
Posted: 21h ago
Offer description

Start your career with purpose\n\nAt Rathbones, we help people invest their money well, so they can live well. Thatâs our purpose, and it guides everything we do. If youâre looking to build a meaningful career in the wealth management industry, our Apprentice Academy is a great place to begin.\n\nYouâll work with teams who are focused on long-term relationships and sustainable success. Weâre looking for people who want to learn, get stuck in and take charge of where they go next.\n\nWhat we value\n\nWe believe in doing things properly, and for the long term. That means delivering consistent results, earning trust and acting responsibly.\n\nOur values shape how we work:\n\nWe aim high\nWe get it done\nWe show we care\nWe do the right thing\nWeâre looking for apprentices who are thoughtful and open to learning. You donât need work experience in the industry, but you should be motivated to grow and ready to make a positive impact.\n\nWhat youâll experience\n\nOver two years, youâll rotate through different parts of our business. That might include Operations, People, Marketing, Investment Management or Financial Planning. Learn both technical and professional skills, such as client service management and administration, alongside presentation and networking skills.\n\nYouâll be working towards your Level 3 Business Administration Qualification as an apprentice and will be supported with:\n\nContinued training and development including a mentor\nA buddy to help you settle in\nOpportunities to connect with other apprentices and early-career colleagues\nAt the end of the programme, you may have the opportunity to apply for a role in a client facing, or one of our Enabling Functions teams depending on your interests and skill set.\n\nPlease be aware for apprentices based in Glasgow there will be occasions when travel is required to an office that is not your contractual base, and Rathbones will cover this cost.\n\nInvestment20/20\n\nYou will join as part of the Investment20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate insight, training and social events. \n\nThe Role\n\nA Rathbones Academy Apprentice provides support to multiple teams within Rathbones as part of various rotational placements, ensuring smooth operations across departments and assisting with a variety of administrative and project-based tasks whilst working towards the Level 3 Business Administrator qualification.\n\nThe ideal candidate is organised, proactive, detail-oriented, and capable of handling a diverse range of tasks in a dynamic, client-focused environment.\n\nOutcomes of the Role\n\nExamples of tasks and projects included in the role holder include but are not limited to:\n\nCoordinate and manage scheduling for meetings, events, and conferences across various teams.\nPrepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed.\nAssist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards.\nAct as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients.\nSource and compile data for internal and client reports.\nAssist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries.\nUpdating of Client Relationship Management systems, ensuring that all client and account information is current and accurate.\nIdentify opportunities to improve administrative and operational processes for greater efficiency and accuracy.\nProvide backup support to team members as needed, covering essential tasks during absences or peak workload times.\nWhat weâre looking for\n\nGeneral awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.\nA âcan doâ attitude and willingness to support the wider team, âmuck-inâ and learn from others.\nExcellent written and verbal communication skills.\nDetail orientated and organised with strong numerical competency.\nConfidence to take initiative and know when to ask for help.\nAbility to work independently and collaboratively in a fast-paced but supportive environment.\nAbility to manage work and study, as you will be expected to complete your level 3 qualification within 18 months. As an apprentice, youâll gain hands-on experience across key business areas, including:\n\uD83D\uDD39 Investment Management\n\uD83D\uDD39 Financial Planning\n\uD83D\uDD39 Marketing\n\uD83D\uDD39 People and Operations\n\nYouâll apply your learning in real-world scenarios, make valuable contributions, and explore where your skills and ambitions fit best. Required Qualifications\n\nFive GCSEs with Grads 9-4 (AC) including English and Maths (England) or Five National 5s with grades A-C including English and Maths (Scotland).\n\n18 years of age upon start date (September 2026) due to nature of client-facing environment.\n\n120 UCAS points equivalent in any subject such as A Levels/Scottish Highers, T Levels (England) or a Foundation Apprenticeship (Scotland). OR; Where UCAS points havenât been achieved, be able to demonstrate work/life experience that is transferable to the skills and attributes required for the role.

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