Rathbones Apprentice Academy
RATHBONE BROTHERS PUBLIC LIMITED COMPANY
London (EC2V 7QN)
Closes on Thursday 5 March 2026
Posted on 21 January 2026
Contents
Summary
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.
- Wage
-
£26,000 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm
35 hours a week
- Start date
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Monday 7 September 2026
- Duration
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2 years
- Positions available
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6
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
- 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
Where you'll work
30 Gresham Street
London
EC2V 7QN
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
BPP PROFESSIONAL EDUCATION LIMITED
Training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Training schedule
- You will study for the Level 3 Business Administrator Qualification via and 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
More training information
- 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.
Investment 20/20:
- You will join as part of the Investment 20/20 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
Requirements
Essential qualifications
GCSE in:
Desirable qualifications
Other in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Analytical skills
- Team working
- Initiative
Other requirements
- 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
- The ideal candidate is organised, proactive, detail-oriented, and capable of handling a diverse range of tasks in a dynamic, client-focused environment
About this employer
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.
https://www.rathbones.com/en-gb/wealth-management (opens in new tab)
Company benefits
- Company pension
- Private medical insurance
- Season ticket loans
- Volunteering days
- Gym discounts
- And lots more, such as life assurance, income protection and share schemes
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
- 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
Ask a question
The contact for this apprenticeship is:
BPP PROFESSIONAL EDUCATION LIMITED
The reference code for this apprenticeship is VAC2000009772.
Apply now
Closes on Thursday 5 March 2026
After signing in, you’ll apply for this apprenticeship on the company's website.