Administrator - SIPP Client Service

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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 Title: SIPP Administrator

Department: SIPP and FP admin

Contract Type:
Permanent

Reporting to:
Jane Harding

• Accountable for dealing with more complex administrative requests and activities within your team.
• Assist in the production of appropriate management information, including information relating to key performance indicators, key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter.
• Ensure that you are actively participating in the 4+1 habits from Lean methodology.
• Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
• Be responsible for User Acceptance Testing (UAT) of new and existing IT systems.
• Be responsible for the initial and ongoing training of team members
• Be responsible for ensuring that the teams’ procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary

• A minimum of 5 GCSE’s (grade A-C/ 5-9) including Maths & English
• Experience of working as part of a team
• Desirable: 2 years industry knowledge and an interest in the wealth management sector
• Excellent organisational and time management skills
• Fast and accurate keyboard skills
• High level of accuracy and concentration with ability to grasp new tasks quickly
• Meticulous attention to detail
• Strong written and verbal communication skills
• Ability to effectively prioritise workloads
• Ability to work under pressure and to tight deadlines
• Effective problem solver, generating practical solutions to often complex issues
• Good working knowledge of Microsoft Office
• Focus on delivering service excellence

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 x 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, Menopause Matters@Rathbones’ 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 achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people.

At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level
2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, . If you require adjustments to apply for a role at Rathbones, please contact us via  to let us know what adjustments you may need.