Rathbone Brothers

Rathbone Brothers seeks an Automation Engineer to design and build AI-driven automations improving speed and quality. You will work on Microsoft platforms, utilizing AI to solve business challenges, and handle integrations with various systems. The ideal candidate should have strong problem-solving abilities and experience with scripting and RPA tools. A hybrid working model is offered along with a competitive benefits package.

Rathbone Brothers seeks an Automation Engineer to design and build AI-driven automations improving speed and quality. You will work on Microsoft platforms, utilizing AI to solve business challenges, and handle integrations with various systems. The ideal candidate should have strong problem-solving abilities and experience with scripting and RPA tools. A hybrid working model is offered along with a competitive benefits package.

Locations: Liverpool, GB - L3 1NW • Glasgow, GB - G2 1EH • London, GB - EC2V 7QN At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Automation Engineer Division: Technology Location: Glasgow, Liverpool, London Reports to: Automation Product Owner Working pattern: Hybrid About the Role Design, build and run AI powered automations that improve speed, quality and colleague experience. The Automation Engineer will engineer copilots, agents and AI first workflows on Microsoft platforms, grounded in enterprise data and delivered with strong controls. You'll still use classic automation where it fits, but your default mindset is AI then automate-leveraging Copilot Studio, Azure OpenAI, and Power Platform to solve real business problems end to end. What you'll be responsible for AI & Agent engineering - Build secure, reliable copilots/agents in Copilot Studio (topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line of business systems. Generative workflows - Design RAG grounded (retrieval augmented) workflows using Azure OpenAI with Graph/data connectors; optimise prompts, grounding, safety and evaluation. Power Platform delivery - Implement Power Automate (cloud/desktop) flows and Power Apps where appropriate; create reusable connectors/components; apply DLP policies. Systems integration - Integrate with APIs (REST/JSON), SharePoint/Teams/Outlook, CRM, data platforms and event triggers; handle identity, permissions and audit. Quality, reliability & support - Write testable solutions, instrument for telemetry, monitor for drift, and iterate based on usage data and user feedback. Process design - Partner with SMEs to map AS IS/TO BE, prioritise opportunities, and choose the right tool (agent, gen AI, workflow, RPA) for the job. Continuous improvement - Track emerging features, evolve patterns/playbooks, and mentor colleagues through show and tell sessions and code reviews. About you Strong problem solving, pragmatic delivery, and comfort with rapid iteration. Clear communicator who can explain trade offs and make defensible technical choices. Disciplined engineering habits: testing, observability, documentation, and secure coding. Proven ability to turn ambiguous business needs into working AI agents and automations. Copilot Studio - topics, actions, plugins, Power Automate triggers, knowledge sources; lifecycle, environments and ALM. Microsoft 365 & Graph - SharePoint, Teams, Outlook; Graph APIs/connectors; permissions & governance. Azure AI Foundry (AI Studio) - Prompt Flow orchestration, evaluation flows, model catalog deployments, vector search/RAG pipelines, safety configuration, monitoring and AI project lifecycle management. Dev fundamentals - Git/Azure DevOps, CI/CD, environment strategy, secure secrets management. RPA experience (e.g., Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus. Scripting - PowerShell and/or Python for utilities, data prep and connectors. Power BI for light analytics/telemetry visualisation. Test automation (unit, integration, contract tests) and chaos/latency testing for agents. Basic front end skills for internal tools (e.g., Fluent UI, react - nice to have). Measures of Success AI agents and automations are delivered to production safely, with clear measurable benefits (time saved, quality uplift, improved colleague experience). Solutions are secure, compliant and supportable: documented build/runbooks, monitored performance, controlled access, and auditable changes. Automation and AI patterns are reusable and scalable (components, connectors, standards), reducing delivery time for future use cases. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.

Locations: Liverpool, GB - L3 1NW • Glasgow, GB - G2 1EH • London, GB - EC2V 7QN At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Automation Engineer Division: Technology Location: Glasgow, Liverpool, London Reports to: Automation Product Owner Working pattern: Hybrid About the Role Design, build and run AI powered automations that improve speed, quality and colleague experience. The Automation Engineer will engineer copilots, agents and AI first workflows on Microsoft platforms, grounded in enterprise data and delivered with strong controls. You'll still use classic automation where it fits, but your default mindset is AI then automate-leveraging Copilot Studio, Azure OpenAI, and Power Platform to solve real business problems end to end. What you'll be responsible for AI & Agent engineering - Build secure, reliable copilots/agents in Copilot Studio (topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line of business systems. Generative workflows - Design RAG grounded (retrieval augmented) workflows using Azure OpenAI with Graph/data connectors; optimise prompts, grounding, safety and evaluation. Power Platform delivery - Implement Power Automate (cloud/desktop) flows and Power Apps where appropriate; create reusable connectors/components; apply DLP policies. Systems integration - Integrate with APIs (REST/JSON), SharePoint/Teams/Outlook, CRM, data platforms and event triggers; handle identity, permissions and audit. Quality, reliability & support - Write testable solutions, instrument for telemetry, monitor for drift, and iterate based on usage data and user feedback. Process design - Partner with SMEs to map AS IS/TO BE, prioritise opportunities, and choose the right tool (agent, gen AI, workflow, RPA) for the job. Continuous improvement - Track emerging features, evolve patterns/playbooks, and mentor colleagues through show and tell sessions and code reviews. About you Strong problem solving, pragmatic delivery, and comfort with rapid iteration. Clear communicator who can explain trade offs and make defensible technical choices. Disciplined engineering habits: testing, observability, documentation, and secure coding. Proven ability to turn ambiguous business needs into working AI agents and automations. Copilot Studio - topics, actions, plugins, Power Automate triggers, knowledge sources; lifecycle, environments and ALM. Microsoft 365 & Graph - SharePoint, Teams, Outlook; Graph APIs/connectors; permissions & governance. Azure AI Foundry (AI Studio) - Prompt Flow orchestration, evaluation flows, model catalog deployments, vector search/RAG pipelines, safety configuration, monitoring and AI project lifecycle management. Dev fundamentals - Git/Azure DevOps, CI/CD, environment strategy, secure secrets management. RPA experience (e.g., Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus. Scripting - PowerShell and/or Python for utilities, data prep and connectors. Power BI for light analytics/telemetry visualisation. Test automation (unit, integration, contract tests) and chaos/latency testing for agents. Basic front end skills for internal tools (e.g., Fluent UI, react - nice to have). Measures of Success AI agents and automations are delivered to production safely, with clear measurable benefits (time saved, quality uplift, improved colleague experience). Solutions are secure, compliant and supportable: documented build/runbooks, monitored performance, controlled access, and auditable changes. Automation and AI patterns are reusable and scalable (components, connectors, standards), reducing delivery time for future use cases. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.

Rathbone Brothers seeks an Automation Engineer to design and build AI-driven automations improving speed and quality. You will work on Microsoft platforms, utilizing AI to solve business challenges, and handle integrations with various systems. The ideal candidate should have strong problem-solving abilities and experience with scripting and RPA tools. A hybrid working model is offered along with a competitive benefits package.

Locations: Liverpool, GB - L3 1NW • Glasgow, GB - G2 1EH • London, GB - EC2V 7QN At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Automation Engineer Division: Technology Location: Glasgow, Liverpool, London Reports to: Automation Product Owner Working pattern: Hybrid About the Role Design, build and run AI powered automations that improve speed, quality and colleague experience. The Automation Engineer will engineer copilots, agents and AI first workflows on Microsoft platforms, grounded in enterprise data and delivered with strong controls. You'll still use classic automation where it fits, but your default mindset is AI then automate-leveraging Copilot Studio, Azure OpenAI, and Power Platform to solve real business problems end to end. What you'll be responsible for AI & Agent engineering - Build secure, reliable copilots/agents in Copilot Studio (topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line of business systems. Generative workflows - Design RAG grounded (retrieval augmented) workflows using Azure OpenAI with Graph/data connectors; optimise prompts, grounding, safety and evaluation. Power Platform delivery - Implement Power Automate (cloud/desktop) flows and Power Apps where appropriate; create reusable connectors/components; apply DLP policies. Systems integration - Integrate with APIs (REST/JSON), SharePoint/Teams/Outlook, CRM, data platforms and event triggers; handle identity, permissions and audit. Quality, reliability & support - Write testable solutions, instrument for telemetry, monitor for drift, and iterate based on usage data and user feedback. Process design - Partner with SMEs to map AS IS/TO BE, prioritise opportunities, and choose the right tool (agent, gen AI, workflow, RPA) for the job. Continuous improvement - Track emerging features, evolve patterns/playbooks, and mentor colleagues through show and tell sessions and code reviews. About you Strong problem solving, pragmatic delivery, and comfort with rapid iteration. Clear communicator who can explain trade offs and make defensible technical choices. Disciplined engineering habits: testing, observability, documentation, and secure coding. Proven ability to turn ambiguous business needs into working AI agents and automations. Copilot Studio - topics, actions, plugins, Power Automate triggers, knowledge sources; lifecycle, environments and ALM. Microsoft 365 & Graph - SharePoint, Teams, Outlook; Graph APIs/connectors; permissions & governance. Azure AI Foundry (AI Studio) - Prompt Flow orchestration, evaluation flows, model catalog deployments, vector search/RAG pipelines, safety configuration, monitoring and AI project lifecycle management. Dev fundamentals - Git/Azure DevOps, CI/CD, environment strategy, secure secrets management. RPA experience (e.g., Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus. Scripting - PowerShell and/or Python for utilities, data prep and connectors. Power BI for light analytics/telemetry visualisation. Test automation (unit, integration, contract tests) and chaos/latency testing for agents. Basic front end skills for internal tools (e.g., Fluent UI, react - nice to have). Measures of Success AI agents and automations are delivered to production safely, with clear measurable benefits (time saved, quality uplift, improved colleague experience). Solutions are secure, compliant and supportable: documented build/runbooks, monitored performance, controlled access, and auditable changes. Automation and AI patterns are reusable and scalable (components, connectors, standards), reducing delivery time for future use cases. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.

Rathbone Brothers is seeking a part-time Administrator for their Transfers Within team based in Liverpool. The role emphasizes delivery of service excellence while maintaining regulatory compliance and contributing to team success. The ideal candidate will possess strong organizational skills, attention to detail, and experience working collaboratively. With competitive benefits and a commitment to diversity, Rathbones aims to create an inclusive workplace.

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach - and we're growing. As of June 2025 Job Title: Administrator - Transfers Within Department: Operations - Transfers Within Reporting to: Mel Siddall Location: Liverpool Contract Type: Permanent, Part Time 0.8FTE The Team The Internal Transfers team quality check and approve internal transfer instructions received by the Front Office via RID. Complex transfers that have to be processed manually are instructed via ExBO and require more human intervention and additional quality checks. The Role Delivery of service excellence and protection of client assets Compliant with regulatory requirements and company policies Positive contribution to your teams new and existing initiatives Outcomes of the Role Provide a professional and reliable service for clients, investment managers, advisers, and product providers Ensure you are adhering to the teams current SLAs and to all regulatory requirements Accountable for administrative tasks within the team in line with the team's procedures manual Ensure that you are actively participating in Continuous Improvement principals and the 4+1 habits. These include dynamic Visual management boards, appropriate team meeting involvement, continuous improvement through identification and resolution of issues, and standard operating procedures Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX) Assist in User Acceptance Testing (UAT) of new and existing IT systems Ensure that you are operating within the Group data governance framework and that data quality and integrity is maintained Follow the conduct rules and act with integrity Be aware of CASS related processes relevant to your team and that you escrow any issues to your manager Build and maintain relationships with all stakeholders, both internal and external Any other duties as required Knowledge, Skills and Experience Excellent organisational and time management skills High level of accuracy and attention to detail with ability to grasp new tasks quickly Strong written and verbal communication skills Focus on delivering service excellence Good working knowledge of Microsoft Office applications A team player able to multi-task in a fast-paced environment Ability to build constructive relationships with other members of staff at various levels Adaptable, flexible, and able to accept responsibility for given tasks A minimum of 5 GCSE's (grade A-C/ 5-9) including Maths & English Experience of working as part of a team Desirable: industry knowledge and an interest in the wealth management sector Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here . If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: - We aim high - We get it done - We show we care - We do the right thing These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.

Director, Investment, Risk & Operations Technology Job ID: 2558 Department: CTO Job Category: Technical Specialist / Manager Location: London, GB, EC2V 7QN; Liverpool, GB, L3 1NW; Glasgow, GB, G2 1EH Contract: Permanent At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. About the Role Accountable to the CTO, operating with a multi Director Technology operating model and responsible for owning and leading the Investment and Operations platforms (multiple squads) within Technology, owning the technology enabled capabilities and value streams that underpin the investment, risk and research processes and the back office operational requirements. This includes ownership of technology capabilities underpinning portfolio construction, suitability assessment, portfolio risk monitoring and client outcomes. Ensure that systems support clear outcome alignment, defensible suitability controls and transparent investment decision making. Providing class leading support for all our stakeholders. What you'll be responsible for With the Data Director on shared platforms and insights With CLM and Digital Directors on downstream dependencies With security & infrastructure for shared enterprise capabilities Key Duties and Responsibilities Investment systems and market connectivity Market data feeds and integration to research systems and processes Backoffice, custody, settlement and operational systems Systems that support ongoing suitability assessment, portfolio drift monitoring and alignment to client risk profiles and prescribed outcomes Business engagement and change delivery Technology strategy, architecture and design Business architecture and analysis Testing and quality engineering Technology service delivery, including identity and access management Technology infrastructure in combination with outsourced partners Technology risk management Financial control for technology Business strategy and reporting Leadership Leadership and Executive Accountable for functional squad capacity and skill mix Responsible for ensuring there is role clarity between Product, Design, BA and Engineering Ensuring a consistent way of working across squads (in partnership with CTO Senior Leadership Team) Accountable for demand flow and prioritisation across functional squads, balancing strategic initiatives, regulatory commitments and BAU Accountable for setting and advising on an appropriate IT strategy, in consultation with the CTO and Group Executive Committee, considering industry wide trends, cyber risks, regulatory requirements and developments in technology Able to translate regulatory and client outcome requirements into practical technology controls and workflows Periodically prepare and submit reports to the Group Executive Committee and management committees on IT strategy, industry wide trends and developments in technology Attend and actively participate in the Product and Transformation Board meeting to ensure that industry wide trends, regulatory requirements and developments in technology are actively monitored and discussed Take responsibility for ensuring the continuing professional development of direct reports. Develop direct reports with a view to succession and contingency Build and maintain an effective communications and engagement plan including ownership and accountability for the actions following the results of any colleague survey Lead, motivate and manage the IT change and strategy teams, ensuring a culture of high performance and continuous improvement Accountable for making informed trade offs between scope, risk, time and cost across the portfolio Business Strategy & Reporting Report monthly to the COO Operating Committee on areas of accountability, including MI, highlighting areas of concern to colleagues and advising them of critical issues Contribute towards the continuing development of the Group by establishing and participating in projects, committees and other activities as required from time to time Provide monthly reports for an executive audience Undertake a periodic meeting with the CTO & COO to ensure that all issues and matters requiring attention are escalated on a timely basis Investment and Operations Functions Accountable for the end to end performance of the Investment and Operations systems functional squads, including demand, shaping, prioritisation, architecture alignment, delivery quality, operational stability and continuous improvement Apply a strong working understanding of portfolio construction, model portfolios and portfolio risk concepts sufficient to challenge technical and design decisions This role owns technology strategy, delivery and operational outcomes, working in partnership with Group wide technology functions Accountable and responsible for the capabilities and value streams delivered through the functional squads Ensuring business facing outcomes are understood, planned and executed effectively with a high level of stakeholder engagement This role oversees multiple squads and balances demand, product ownership, and technical delivery Accountable for making clear trade offs between scope, risk, time and cost across the portfolio Accountable for IT service provision for Investment and Back office functions delivered through Group wide service frameworks Accountable for overall technology risk, identification, reporting, management and remediation for Investment and Back office functions Responsible for supporting the identification, assessment, mitigation and monitoring of operational and conduct risks, in the CTO function, in accordance with the firm's risk appetite statement Ensure adherence to the risk management policy and procedures, including expected standards of internal control across the CTO function Ensure direct reports monitor and control their areas of responsibility Review and monitor the IT Management Governance and Control frameworks (i.e. supplier controls, financial management, risk management, service improvement, etc) Management of third party providers of infrastructure to ensure contracts, commercial arrangements and service delivery are aligned to the same levels. Collaborate on professional service engagements where required Technology Applications Responsible for the overall business systems roadmap under the IT strategy for Investment and Back office functions Ensure that enhancements are business focused and come with a clear ROI and link through to the overall IT strategy Identify delivery of the applications strategy through both internal business analysts, developers and third party partners in the most efficient manner for the business Work with the business on end to end business processes that are fully supported by seamless applications Drive continuous improvement, stability, performance and usability in applications Provide application roadmap and future capabilities Identify vulnerabilities and manage releases, upgrades and patches if required Business Design Office This role has design authority for Investment and Back office functions, accountable for architecture coherence across squads, design trade offs between experience, risk, cost and speed and ensuring product and engineering are aligned to design standards Acts as the design authority for Investment and Back office functions, setting and enforcing standards while enabling squads to deliver at pace Accountable for supporting the firm's digital strategy for review and ratification by the COO Operating Committee and the Executive & Group Risk Committee, ensuring that all activities proposed are in adherence to all applicable rules, policies and procedures and in line with the overall strategy approved by the board Periodically review the strategy to ensure it continues to identify, measure and manage the risks of the activities undertaken and to ensure it remains in line with the overall Group strategy Accountable for ensuring clear design and environment standards and principles are in place This role holds decision authority for prioritisation, architectural alignment and delivery sequencing within the Investment and Back office functions portfolio Business Architecture and Analysis Accountable for the Investment and Back office functions - business architecture practice, creation and management of a framework that will provide a shared understanding of the Rathbones Group and its subsidiaries Accountable for the firm's business analysis function, supporting the business's needs, analysis gaps in process, tooling and data, documenting requirements and feeding into technical design and testing Ensures business architecture is actively used to inform investment decisions . click apply for full job details

Front of House & Events Administrator Location: Bristol Contract: Permanent About the Role To support the delivery of consistent and high-quality Front of House services which includes the provision of face-to-face client visits, switchboard services, colleague queries, and co-ordination of room bookings for the Bristol office. What you'll be responsible for The face and voice of the company, provide service excellence to all clients Deliver a professional, efficient switchboard service. Meet and greet guests on arrival Liaise with clients and investment managers to create a seamless service Process room bookings for the office using Condeco Provide catering to clients as per request, ensuring standards are met Assist with clear downs in meeting rooms and general presentation of client areas Ensure cleanliness standards are met in the client kitchen and stock is replenished Support office service processing and collection of post. Communicate with all departments across the group Highlight any issues concerning Teams / Touchpoint which could impact client services. Responsible for continuing one's own professional development About you Strong communication services. Service excellence provided to all guests arriving at reception Adapting to last minute changes, communicating with the team Time management, ensure all scheduled meetings are fully preprepared before the client's arrival Achieving objectives agreed by the Front of House Manager. Organisational skills - manage time effectively Professionalism - representing the company Competent using Outlook and MS Teams Comfortable building rapports with staff and clients, providing service excellence. Ability to work under pressure and adapt to last minute changes Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non-contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Season travel ticket loans Other voluntary benefits you can choose to suit you Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.

Rathbone Brothers in Bristol seeks a Front of House & Events Administrator to support high-quality client services in a professional environment. The role involves managing client interactions, switchboard services, and room bookings while ensuring service excellence. The ideal candidate will display strong communication, time management, and organisational skills, contributing to a welcoming atmosphere. A comprehensive benefits package is included, supporting personal and professional growth.

Rathbone Brothers is looking for a Client Service Administrator in Chichester. The role involves managing client administration tasks efficiently and providing operational support to ensure excellent client experiences. The successful candidate should have a demonstrable interest in an administrative career with relevant experience in financial services being advantageous. The position offers opportunities for personal development within a supportive and inclusive workforce.

Department: Wealth Management Client Care Job Category: Front Office Location: Chichester, GB, PO19 1AT Date: 27 May 2026 Role Title: Client Service Administrator Contract: Permanent About the Role Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver an excellent client experience. This is a client-facing role and is an entry level role for Client Service. The role holder will be part of a team that's run by a central group but works day-to-day in the local office. What you will be responsible for: Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration. Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence. Assists with the investigation and resolution of client queries, referring investment related queries to team members. Communicates with clients as required, giving accurate and up to date information whilst working within information giving limitations. Manages mass mailing communications processes, ensuring that correspondence is updated as required. Creates and amends presentations or literature for client meetings. Maintains team diaries, arranging meetings and organising travel. Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files. Contributes to Client Service meetings, suggesting improvements to procedures. Shares best working practice with other Client Service staff. Office duties to include covering phones. About you: If you meet some of these criteria and are excited about the role, we encourage you to apply. Some knowledge of the regulatory environment in which we operate is advantageous. Awareness of the products and services Rathbones provide Demonstrable interest in administration career and has evidence of proactively developing self. Experience working in a similar role in Financial services is advantageous. Grade A-C at GCSE or equivalent in English and Maths. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, clickhere. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.

Rathbone Brothers is seeking a SuccessFactors Solution Engineer to act as a lead architect for the SAP SuccessFactors product suite. This role involves managing the end-to-end lifecycle from design to deployment and bridging technical execution with People strategy. The ideal candidate will have deep expertise in SAP SuccessFactors, experience in technical delivery, and strong stakeholder management skills. Remote working opportunities and a competitive benefits package are offered.

Role Purpose: The SuccessFactors Solution Engineer acts as the lead architect and hands-on configurator for the Groups SAP SuccessFactors product suite (Recruitment, ONB 2.0, EC, EC Payroll, PMGM, Learning, Compensation, Joule AI, TIH, Career & Talent Development). The role is responsible for the end-to-end lifecycle from initial design and business alignment to technical build and deployment,bridging the gap between People strategy and technical execution as part of an exciting optimisation phase. Key Responsibilities: Work with key stakeholders & SME's to develop product optimisation blueprints aligned to business objectives and needs. Translate complex business and technical requirements into solution designs aligned to the People Strategy & Tech Roadmap. Architect and implement robust, scalable and future-proof SAP SuccessFactors solutions, modules and integrated technologies. Technical Delivery Lead technical design and configuration activities, ensuring solutions align with business requirements and module interdependencies. Undertake hands on configuration of technical solutions through to deployment. As part of module optimisation and deployment projects, manage external AMS partner delivery where required across complex change, integrations and provisioning activity. Act as People Tech SME for enterprise-level projects, collaborating with partners in IT & Engineering to deliver end-to-end solutions aligned to the People Strategy & Tech Roadmap. Advisory & Leadership Provide expert guidance and insights on SAP SuccessFactors innovations and features, informing ongoing roadmap and optimisation efforts. Advise on process optimisation, technology adoption, enterprise integration opportunities and implementation approaches. Coach and mentor internal SME's across the product development lifecycle. Key Experience & Skills: Deep expertise and certification across the SAP SuccessFactors product suite, with a strong understanding of cross-module independencies. Extensive experience of end-to-end SAP SuccessFactors implementation and optimisation programmes, demonstrating ownership of solution design, integration and technical hands on delivery. Expert knowledge of People technology applications and current trends. Familiarity with the broader SAP eco system and / or integration with enterprise-level technical architecture. Methodical and analytical approach, with high level of attention to detail. Ability to effectively problem solve to identify solutions and deliver new ways of working. Time management skills with ability to prioritise and deliver to strict deadlines. Strong consulting skills to determine requirements, make recommendations and drive adoption. Excellent stakeholder management skills with ability to communicate complex technical issues effectively at all levels. Department: People Operations & Delivery Job Category: Technical Specialist / Manager Location: London, GB, EC2V 7QN, Glasgow, GB, G2 1EH, Liverpool, GB, L3 1NW