Closing Date
Contact Email Address
Contact Name
Michelle Randall

Rathbones is one of the UK’s leading providers of discretionary investment management services for individuals, charities and professional advisers.

Our ambition is to be recognised as the UK’s most responsible wealth manager and we see it as our responsibility to invest for everyone’s tomorrow. Looking beyond the short term for the most sustainable outcome. Thinking, acting and investing responsibly. In a reflection of our achievement so far, we were recognised as "ESG Champion of the Year" in the Investors' Chronicle/Financial Times 2021 Celebration of Investment Awards.

Job Title: Client Service Administrator Apprentice

Salary: Competitive with an excellent benefits package

Reference: ‘Client Service Apprentice’

Duration: 24 month FTC

Location: Glasgow

Please ensure that you quote reference ‘Client Service Apprentice’ on all correspondence.

The role:

To provide comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience.

Undertakes client administration processes in an efficient manner, ensuring accuracy of data. Tasks include elements of: onboarding; transfers; payments; account and data maintenance; closures; and estate administration.​
Assists with the investigation and resolution of client queries, referring any investment related queries to team members. ​
Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.​
Manages mass mailing communication processes, ensuring that correspondence data is updated as required.​
Creates and amends presentations or literature for client meetings. ​
Maintains team diaries, arranging meetings and organising travel. ​
Takes meeting minutes as required. ​
Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files. ​
Contributes to Client Service meetings, suggesting improvements to procedures. ​
Shares best working practice with other Client Service staff. ​


This role will work towards the Level 3 Investment Operations Technician apprenticeship.


You must have GCSE Maths and English at grades 4-9 or equivalent. In Scotland this would be National 5.

***Please note that Fitch Learning are the training provider for this apprenticeship and also support on the recruitment for the apprentices***

Rathbones promote a blended working approach and the role will be a mixture of home and office working.

To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to People Resource Partner at


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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

Our Rewards & Benefits

We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.