Wealth Apprentice (Level 3) Apprenticeship

Rathbones Group Start your career with purpose At Rathbones, we help people invest their money well, so they can live w

Start your career with purpose

At Rathbones, we help people invest their money well, so they can live well. That’s our purpose, and it guides everything we do. If you’re looking to build a meaningful career in the wealth management industry, our Apprentice Academy is a great place to begin.

You’ll work with teams who are focused on long-term relationships and sustainable success. We’re looking for people who want to learn, get stuck in and take charge of where they go next.

What we value

We believe in doing things properly, and for the long term. That means delivering consistent results, earning trust and acting responsibly.

Our values shape how we work:

• We show we care
• We do the right thing

We’re looking for apprentices who are thoughtful and open to learning. You don’t need work experience in the industry, but you should be motivated to grow and ready to make a positive impact.

What you’ll experience

Over two years, you’ll rotate through different parts of our business. That might include Operations, People, Marketing, Investment Management or Financial Planning. You’ll learn both technical and professional skills, such as client service management and administration, alongside presentation and networking skills.

You’ll be working towards your Level 3 Business Administration Qualification as an apprentice and will be supported with:

• Continued training and development including a mentor
• A buddy to help you settle in
• Opportunities to connect with other apprentices and early-career colleagues

At the end of the programme, you may have the opportunity to apply for a role in a client facing, or one of our Enabling Functions teams depending on your interests and skill set.

Investment20/20

You will join as part of the Investment20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate insight, training and social events.

The Role

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.

The ideal candidate is organised, proactive, detail-oriented, and capable of handling a diverse range of tasks in a dynamic, client-focused environment.

Outcomes of the Role

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.

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.

You will study for the Level 3 Business Administrator Qualification via an apprenticeship, tuition for which is provided by BPP.

As part of the apprenticeship 6 hours of your working week will be dedicated to this learning, with an expectation that study will also take place outside of working hours.

The apprenticeship will take you up to 18 months to complete. For further detail of the content of the qualification please click here.

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).
• 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.

What we offer

We invest in our people, starting with you. From day one, you’ll be part of a business that’s committed to your growth, wellbeing and success.

Benefits include:

• Company pension
• Private medical insurance
• Season ticket loans
• And lots more, such as life assurance, income protection and share schemes

You’ll be able to join our social and inclusion networks, from sports teams and charity events to our colleague led inclusion networks focused on gender balance, multicultural inclusion, abilities and social mobility and more.

We’re a level 1 Disability Confident employer under the UK government scheme. This means we’ve signed up a set of responsibilities around how we recruit, retain and develop people with disabilities. Find out more about the scheme online. If you need adjustments to apply for a role at Rathbones, please let us know – (emailprotected)

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