Middle Office Administrator

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

In this role you will provide excellent client service by delivering the initiation of the account opening/account amendments process, including reviewing documentation, assessing completeness and monitoring until completion. If you have a high level of accuracy with data inputting and enjoy working at pace to deliver a great service, then this could be a fantastic opportunity for you.

• Track and monitor the progress of client cases, liaising with Investment Managers or directly with the Professional intermediary as appropriate.
• Prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis.
• Support robust management of risk by maintaining money laundering documentation.
• Encourage good working practices by advising Investment managers of correct documentation and procedures.
• Support income generation by providing administrative support to increase capacity for Investment Managers who deal with many Independent Financial Advisors.

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

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach to work.
• Ability to operate in a professional manner and to work within deadlines.
• A good working knowledge of Microsoft Office, Word and Excel.
• Knowledge of Account opening and amendment systems, Quasar and RID would be ideal, but not essential.

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

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 Level 2 Disability Confident Employer 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 feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at

We believe in playing the long game. That…