Middle Office Administrator

Rathbones Group Plc; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is looking for a Middle Office Administrator to provide exceptional client service by managing account openings and amendments. This role includes tasks such as tracking client cases, banking cheques, and supporting Investment Managers with documentation. The ideal candidate will have a high level of numeracy and accuracy, along with knowledge of Microsoft Office. A hybrid working pattern is offered, with the position being fixed term until September 30, 2026.

Benefits

Company Pension

Private Medical Insurance

Life Assurance

Company Share Scheme

Flexible Holidays

Green Car Scheme

Study Support

Season Travel Ticket Loans

Qualifications

• Ability to work individually and as part of a team.
• High level of numeracy and accuracy with a methodical approach.
• Professional manner and ability to work within deadlines.

Responsibilities

• Track and monitor the progress of client cases.
• Prompt banking of client cheques on time.
• Support management of money laundering documentation.
• Advise on correct documentation and procedures.
• Provide administrative support to Investment Managers.

Skills

Numeracy

Accuracy

Professionalism

Teamwork

Microsoft Office

Tools

Quasar

RID

Job description

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At Rathbones, we help people invest their money well, so they can live well遣s. 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 ചില Channels Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

*As of June 2025

Role Title: Middle Office Administrator

Division: Group Operations

Location: London

Contract: Fixed Term until 30/09/2026

Hiring Manager: Livia Morgan

Working pattern: Hybrid

About the Role

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.

What you’ll be responsible for

• 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.

About you

If you competing 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.

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 tenha 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, 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.

• 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.