Head of Financial Analysis, Insight & Data

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Head of Financial Analysis & Data 

Division: Finance

Location: London / Liverpool / Leeds

Contract: FTC

Working pattern: Full Time

About the Role

Accountable for the strategic direction and operational effectiveness of the Group Financial Analysis, Insight & Data team. The role oversees the production and distribution of key management information, including FUMA and net flows, and leads Finance engagement with client-facing teams and senior management to support understanding of commercial performance, strategic analysis and decision-making. The role ensures that reporting is accurate, timely, well-controlled and delivered to the required quality standards.

What you’ll be responsible for

•  Lead the Financial Analysis, Insight & Data team, setting clear priorities and maintaining a culture of accuracy, collaboration, constructive challenge, integrity and right-first-time delivery.

•  Develop and maintain effective processes, policies, procedures and control frameworks for the timely and accurate production of management and financial information, particularly FUMA and net flows reporting.

•  Lead commercial analysis and business partnering for key areas of the Group, including executive management, client-facing leadership, RAM, CCO and Distribution.

•  Provide analysis and insight to support strategic decisions, corporate activity and the assessment of commercial opportunities, leading workstreams where required.

•  Lead financial pricing and remuneration analysis and support wider commercial decision-making.

•  Use business data to identify trends, explain performance and turn management information into clear, actionable commercial insight.

•  Work closely with the Group Data team on the use of data across the Group, including insight, governance, systems and controls, with particular focus on Finance requirements.

•  Oversee the production and delivery of ad hoc reporting for internal and external purposes.

•  Manage relationships with key internal stakeholders, including GEC members, business leaders and their teams.

•  Identify and deliver improvements to processes, procedures, practices and systems, working with change resources and Technology as appropriate.

•  Manage team workloads, delegation, performance, development and succession to sustain high-quality delivery against immovable deadlines.

•  Member of the leadership team for the Director of Finance. Lead team through annual performance reviews, reward with a clear focus on team development and engagement.

About you

•  Demonstrable ability to lead, motivate and develop a team, manage competing priorities and delegate effectively under pressure.

•  Strong commercial acumen and the ability to connect detailed financial and operational analysis to the wider business picture.

•  Excellent attention to detail, with a consistent focus on accuracy, quality and effective control.

•  Strong communication, stakeholder management and business writing skills, with the ability to explain complex information clearly and concisely.

•  Confidence working with senior management and influencing decisions through evidence-based insight and constructive challenge.

•  Ability to analyse and interpret data from a range of systems using appropriate analytical and management reporting tools.

•  Knowledge of financial control and experience of maintaining and enhancing control environments, particularly for FUMA and net flows reporting.

•  Experience of sharing complex financial and management information across a broad stakeholder base.

•  Understanding of data governance, reporting systems and the effective use of business data to support insight and decision-making.

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
• 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 community. These 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, Menopause Matters@Rathbones’ 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.

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 recruit@rathbones.com 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.