Rathbones Group – Financial Services Apprentice (Level 3)

RATHBONE BROTHERS PUBLIC LIMITED COMPANY

Liverpool (L3 1NW)

Closes in 13 days (Monday 4 August 2025)

Posted on 21 July 2025


Summary

As an Advice Support Apprentice, you’ll provide support to multiple teams within Rathbones as part of various rotational placements, ensuring smooth operations across the Advice Support function and assisting with a variety of administrative and project-based tasks whilst working towards the Level 3 Financial Services qualification.

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm.

35 hours a week

Start date

Monday 15 September 2025

Duration

1 year 6 months

Positions available

2

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

Where you'll work

Port Of Liverpool Building
Pier Head
Liverpool
L3 1NW

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

FITCH LEARNING LIMITED

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

You will study for the Level 3 Financial Services qualification, tuition for which is provided by Fitch. As part of the apprenticeship, around 6 hours of your working week will be dedicated to this learning. The apprenticeship will take you up to 18 months to complete, starting in September 2025.

Requirements

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

About this employer

We’re the UK’s largest and most well-established Wealth Managers. We take on both apprentices and graduates and view them both as the bedrock of our talent development for the future. It’s an exciting time to join us as we continue our growth, where our people will make a real difference. Our clients are at the heart of what we do. Rathbones have been trusted for generations to manage and preserve our clients’ wealth. We aim to build wealth and enduring value for individuals, families, and institutions, through active wealth management built around our clients, charities, trustees and professional partners’ future goals and values.

https://www.rathbones.com/ (opens in new tab)

Company benefits

Comprehensive remuneration package, which we review regularly, and benefits including a company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans, volunteering days, gym discounts.

Disability Confident

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

Ask a question

The contact for this apprenticeship is:

RATHBONE BROTHERS PUBLIC LIMITED COMPANY

Beth Houghton

The reference code for this apprenticeship is VAC1000332702.

Apply now

Closes in 13 days (Monday 4 August 2025)

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After signing in, you’ll apply for this apprenticeship on the company's website.