Closing Date
Contact Email Address
Contact Name
Michelle Randall

Why Rathbones Greenbank Investments?
Clients come to us because we share their values. We all believe that finance, if used sustainably, can be a very powerful force for good.

Our approach to investment includes traditional negative screening whilst supporting positive impact. We invest in companies that we feel are of a long-term benefit to society, such education, healthcare, renewable energy, or companies who focus on environmental technology. We firmly believe companies engaged in these activities make good financial investments and create a beneficial long-term return to shareholders.

This is a fabulous opportunity for a Client Summaries Administrator to join the passionate team to support maintaining its position as one of the UK’s leading providers of ethical, sustainable and impact investment services.

Client Summaries Administrator 
Salary: Competitive with an excellent benefits package
Reference Number: VAC 2463
Duration:  6 month FTC 
Location: Bristol
Please ensure that you quote reference VAC 2463 on all correspondence.

The Role
To complete client summaries for new and existing clients in order to comply with FCA regulations. To provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.

Outcomes of the Role
•    To obtain relevant risk questionnaires and financial information for clients ahead of the deadline. 
•    Obtain factfinds and meeting notes from IFAs to ensure their clients are documented correctly. 
•    To liaise with clients to arrange video or telephone calls with their investment manager to discuss their portfolio and aims. 
•    Create detailed meeting notes covering information required to meet audit standards.  
•    Read through the files of new and existing clients and identify key pieces of information in order to populate particular fields within a ‘client summary’ template, in order to comply with regulatory requirements. 
•    Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary 
•    Take ownership of the suitability process including improving the process where possible. 
Ensure team stays ahead of deadline, involving Client Documentation Review team when exclusions are required

Knowledge, Skills and Experience
•    Previous administration experience 
•    Strong time management and prioritisation skills taking a flexible approach to task completion in line with client and team needs
•    High level of attention to detail and able to product client documentation to a high standard
•    Fully competent in the administration of client administration processes in compliance with Company systems and procedures.
•    Demonstrates ongoing commitment to the delivery of excellent client service. Strong communicator and able to build and maintain good internal and external relationships.

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 expansive workplace that motivates, develops and accepts the strengths of all our colleagues. Being part of Rathbones means you will join a team of hard-working professionals in a successful culture that cares for its people. At Rathbones, we provide significant work, opportunities, and a voice to all.
We are committed to establishing 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 result 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.