Administrator & Account Opening & Amendments

Rathbones Group Plc; Glasgow; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading wealth management firm in Glasgow is seeking an Administrator for Account Opening & Amendments. Responsibilities include providing data entry support to ensure high-quality client service, covering administration tasks, and maintaining accurate records. Candidates should have experience in Financial Services, strong communication skills, and attention to detail. The position offers competitive benefits and aims to foster a diverse, inclusive workplace.

Benefits

Company pension

Private medical insurance

Life assurance

Flexible holidays

Study support

Other voluntary benefits

Qualifications

• Experience working in a similar role in Financial Services.
• Understanding of the regulatory environment.
• Ability to work with speed and accuracy.

Responsibilities

• Provide comprehensive data entry support.
• Ensure accurate records are maintained.
• Cover a range of administration tasks.

Skills

Experience in Financial Services

Proactive learning

Microsoft Office

Communication skills

Attention to detail

Education

Grades A-C at GCSE in English and Maths

Job description

Administrator - Account Opening & Amendments

Job ID: 2244

Department: Accounts Opening & Amendments Team

Job Category: Support

Location: Glasgow, GB, G2 1EH

Date: 16 Jan 2026

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

Role Title: Administrator

Department: Middle Office

Location: Glasgow

Role Type: FTC - September 2026

The Role

To provide comprehensive data entry support to ensure accurate, high quality, effective and efficient information is captured on systems which feed through to allow for an excellent client service. Demonstrates compliance with internal policies, procedures and regulatory framework.

Outcomes of the Role

• Cover a range of administration tasks ensuring completion is prompt and to a high standard.
• Tasks include, but are not limited to:
• Understand client documentation and the systems relevant to ensure accurate records are maintained: InvestCloud, RID, Account Opening.
• Inputting data to correct fields accurately.
• Checking data entered is 100% accurate.
• Update InvestCloud Data Entry Team Database.
• Contribute to team meetings, suggest improvements to procedures and processes.
• Seek and implement solutions and best practices across the team.
• Ensure KPIs are maintained.
• Complete any other ad hoc administrative tasks as required.

Knowledge, Skills and Experience

• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry.
• Understanding of the regulatory environment in which we operate.
• Proactive in seeking opportunities to gain knowledge and understanding to aid ability to complete the role to a high standard.
• Proactive in seeking opportunities to drive efficiency in the team.
• Good working knowledge of Microsoft Office.
• Strong written and verbal communication skills.
• Ability to work with speed and accuracy, within tight deadlines.
• Excellent attention to detail, organisational and time management skills.
• Ability to build constructive relationships with other staff members at various levels.
• Grades A-C at GCSE or equivalent in English and Maths.

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:

• 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× 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, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen 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 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 [e-mail].

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

• We aim high.
• We get it done.
• We show we care.
• We do the right thing.

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.