Wealth Apprentice (Level 3)
Wealth Apprentice (Level 3)
A Rathbones Academy Apprentice provides support to multiple teams within Rathbones as part of various rotational placements, ensuring smooth operations across departments and assisting with a variety of administrative and project-based tasks whilst working towards the Level 3 Business Administrator qualification.
Locations:
Glasgow
London
Locations:
Glasgow
London
Key Responsibilities
Examples of tasks and projects included in the role holder include but are not limited to:
Coordinate and manage scheduling for meetings, events, and conferences across various teams.
Prepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed.
Assist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards.
Act as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients.
Source and compile data for internal and client reports.
Assist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries.
Updating of Client Relationship Management systems, ensuring that all client and account information is current and accurate.
Identify opportunities to improve administrative and operational processes for greater efficiency and accuracy.
Provide backup support to team members as needed, covering essential tasks during absences or peak workload times.
Coordinate and manage scheduling for meetings, events, and conferences across various teams.
Prepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed.
Assist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards.
Act as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients.
Source and compile data for internal and client reports.
Assist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries.
Updating of Client Relationship Management systems, ensuring that all client and account information is current and accurate.
Identify opportunities to improve administrative and operational processes for greater efficiency and accuracy.
Provide backup support to team members as needed, covering essential tasks during absences or peak workload times.
Skills, Knowledge and Expertise
What we’re looking for:
General awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.
A “can do” attitude and willingness to support the wider team, “muck-in” and learn from others.
Excellent written and verbal communication skills.
Detail orientated and organised with strong numerical competency.
Confidence to take initiative and know when to ask for help.
Ability to work independently and collaboratively in a fast-paced but supportive environment.
Ability to manage work and study, as you will be expected to complete your level 3 qualification within 18 months.
General awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.
A “can do” attitude and willingness to support the wider team, “muck-in” and learn from others.
Excellent written and verbal communication skills.
Detail orientated and organised with strong numerical competency.
Confidence to take initiative and know when to ask for help.
Ability to work independently and collaboratively in a fast-paced but supportive environment.
Ability to manage work and study, as you will be expected to complete your level 3 qualification within 18 months.
Required Qualifications- Five GCSEs with Grads 9-4 (A*-C) including English and Maths (England) or Five National 5s with grades A-C including English and Maths (Scotland).
- 18 years of age upon start date (September 2026) due to nature of client-facing environment.
- 120 UCAS points equivalent in any subject such as A Levels/Scottish Highers, T Levels (England) or a Foundation Apprenticeship (Scotland). OR; Where UCAS points haven’t been achieved, be able to demonstrate work/life experience that is transferable to the skills and attributes required for the role.
About Rathbones Group Plc
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Rathbones have been in business since 1742 and are a FTSE 250 listed company.
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