Senior Business Insights Analyst

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Senior Business Insights Analyst

Division: Finance

Location: Leeds/Liverpool/Sheffield

Contract: Perm

Hiring Manager: Rebecca Davis

Working pattern: Hybrid

About the Role

The team who are the primary face of the department to the client facing teams including financial planning and CCO function supporting product development and business insight across the combined group including RIM RFP RAM Trust Vision and Legal Services

What youll be responsible for

• Support the Senior Business Intelligence Manager in their day to day role. Working collaboratively to ensure all items are delivered to a high quality in a timely manner.
• Work collaboratively with the client facing analysis and insight team members as well as the analysis and data team.
• Dealing with ad hoc requests from across the group for insight and data. Prioritising accordingly and managing stakeholders expectations.
• Detailed modelling of strategic initiatives including but not limited to pricing requests and distribution remuneration calculations.
• Preparation of key flows and FUM reporting to address leadership requests.
• Partner with the analysis and data part of the team to identify data and insights that are most relevant and which will have the greatest impact on business performance.
• Partnering routinely with RIM RFP and RAM leadership as well as Trust legal and Vision leadership as required to support their business strategy and reporting obejctives.

About you

If you meet some of these criteria and are excited about the role we encourage you to apply

• Comfortable with finance and data but not required to be qualified accountant.
• Attention to detail
• Data modelling
• Works collaboratively
• Adaptable to change
• Comfortable in communication with senior individuals including communication of complicated subjects.
• Senior leadership of RIM RFP and RAM including Distribution Client Facing and CCO

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 years service
• Life assurance - 8 x salary
• Income protection 75 % 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
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

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.

Were a Level 2 Disability Confident Employer under the UK Government scheme. This means weve 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.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability neurodiversity or other protected characteristic just let us know by emailing us at

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 were 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 arent 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 dont miss out.