Company description:
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.
Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025
Job description:
Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP)
Division: Group Operations
Location: Leeds
Contract: Permanent
Working pattern: Hybrid
About the Role
In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service, marketing, strategy and BI requirements of the business.
What youll be responsible for:
1. Ensuring client records are accurate and up to date and where necessary data cle...