Court of Protection Industrial Placement

At Rathbones, we help people invest their money well, so they can live well. That’s our purpose, and it guides everything we do.

The Personal Injury and Court of Protection Team provides specialist support to clients who have received compensation awards or who require ongoing financial management due to mental capacity considerations.

This university work placement role offers an undergraduate student the opportunity to gain hands-on experience within a specialist, client-focused team. Based in the Manchester office, the role supports the Head of the Personal Injury and Court of Protection Team and contributes to delivering high-quality outcomes for clients.

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

Client and Meeting Support

• Supporting colleagues at client meetings, including preparation and follow-up

• Preparing professional meeting packs and supporting documentation

• Completing client suitability follow-up actions and maintaining accurate records

• Arranging and coordinating client meetings with internal and external stakeholders

Client Events and Engagement

• Supporting the planning and delivery of client events

• Assisting with event logistics and on-the-day support

• Supporting post-event communications and follow-up

• Administration and Team Support:

• Providing day-to-day administrative support to the Head of the team

• Maintaining client records in line with internal policies and regulatory requirements

• Supporting ad hoc projects and tasks as required

Learning Outcomes

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

• Gained practical experience within a leading investment management and financial planning firm

• Developed an understanding of Personal Injury and Court of Protection services

• Built knowledge of mental capacity considerations and vulnerable client support

• Strengthened professional skills including organisation, communication, and confidentiality

• 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 participate in insight, training and network with trainees and apprentices across the industry.

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.