Client Support (Wealth) Industrial Placement

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 a university student looking for a placement year where you will gain an understanding of wealth management, our Industrial Placement 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 aim high

• We get it done

• We show we care

• We do the right thing

We’re looking for university students who are thoughtful and open to learning. You don’t need a finance background, but you should be motivated to grow and ready to make a positive impact.

What you’ll experience

Over 9 months you will provide administrative and project-based work, supporting our client facing teams. You will have an opportunity to understand how we support our clients, and how things operate behind the scenes.

You will provide comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience.

Key Responsibilities could include

• Undertake client administration processes in an efficient manner, ensuring accuracy of data.

• Assist with the investigation and resolution of client queries, referring any investment related queries to team members.

• Communicate with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.

• Manage mass mailing communication processes, ensuring that correspondence data is updated as required.

• Create and amends presentations or literature for client meetings.

• Maintain team diaries, arranging meetings and organising travel.

• Take meeting minutes as required.

• Manage and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.

• Support and deliver on project work as required

What you’ll learn

By the end of the placement, the successful candidate will have:

• Gained practical experience within a leading wealth management firm

• Gained exposure to a regulated financial services environment

You’ll be supported with

• A buddy to help you settle in

• Continued training and development including a mentor

• Opportunities to connect with the wider early careers community at Rathbones.

At the end of the programme, performance and business need dependant, there may be an opportunity for you to apply for a role on completion of your university studies.

Investment20/20

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

What we’re looking for

We’re looking for students who want to learn, get stuck in and take charge of where they go next.

You’ll need:

• On track for a 2:1 degree in your undergraduate degree in any subject

• Share our passion for ensuring an excellent client experience

• A genuine interest in investment and financial markets

• Excellent communication skills and ability to build relationships

• Confidence with numbers and attention to detail

• A collaborative mindset and respect for others

• Curiosity, initiative and a willingness to get involved

• High IT literacy, including an interest in automation and AI

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

• Volunteering days

• Gym discounts

• And lots more, such as life assurance, income protection and share schemes

You’ll also 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.

The application process

1. Quick Apply: Simply submit your CV. No cover letter needed, though please personalise your CV with a short profile that reflects your interest in Rathbones and this placement opportunity

2. Online assessment

3. Teams Interview with the GRB Rathbones team

4. Final Interview – meet our team, experience our culture, and see why Rathbones is the right place for you

Ready to apply?

If this sounds like the right fit for you, click apply now, we’d love to hear from you.

*Please note that the application window may close early if we receive a high volume of applications so to avoid missing out, do not delay.