Rathbones Academy Apprentice

Overview

A 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. The ideal candidate is organised, proactive, detail-oriented, and capable of handling a diverse range of tasks in a dynamic, client-focused environment.

• Coordinate and manage scheduling for meetings, events, and conferences across various teams.
• Prepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed.
• Assist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards.
• Act as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients.
• Source and compile data for internal and client reports.
• Assist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries.
• Update Client Relationship Management systems, ensuring that all client and account information is current and accurate.
• Identify opportunities to improve administrative and operational processes for greater efficiency and accuracy.
• Provide backup support to team members as needed, covering essential tasks during absences or peak workload times.
• Over two years, rotate through different parts of the business, which may 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.

• You're working towards Level 3 Business Administration Qualification as an apprentice and will be supported with:
• General awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.
• A "can do" attitude and willingness to support the wider team, "muck-in" and learn from others.
• Excellent written and verbal communication skills.
• Detail oriented and organised with strong numerical competency.
• Confidence to take initiative and know when to ask for help.
• Ability to work independently and collaboratively in a fast-paced but supportive environment.
• Ability to manage work and study, with the expectation to complete Level 3 qualification within 18 months.
• Apprenticeship
  
  Qualification:
  
  Level 3 Business Administrator via an apprenticeship; tuition provided by BPP.
• Five GCSEs with grades 9-4 (A-C) including English and Maths (England) or Five National 5s with grades A-C including English and Maths (Scotland).
• 18 years of age upon start date (September 2026) due to nature of client-facing environment.

• Company pension
• Private medical insurance
• Season ticket loans
• Volunteering days
• Gym discounts
• Life assurance, income protection and share schemes
• Join our social and inclusion networks focused on gender balance, multicultural inclusion, abilities and social mobility and more.

At Rathbones, we help people invest their money well, so they can live well. We look for apprentices who want to learn, get stuck in and take charge of where they go next. Our values shape how we work: we aim high, we get it done, we show we care, and we do the right thing.

We’re looking for apprentices who are thoughtful and open to learning. You don’t need prior work experience in the industry but should be motivated to grow and make a positive impact. UCAS points or transferable work/life experience may be considered.