Senior Manager Financial Control

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: Senior Manager Financial Control

Division: Finance

Location: Leeds, Liverpool

Contract: Permanent

Working pattern: Hybrid

About the Role

This role is responsible for leading the Group consolidation and external financial reporting process, ensuring reporting is accurate, timely and supported by a robust control environment. You'll play a key role in strengthening the culture of review and challenge within Financial Control, while identifying opportunities to improve processes, enhance reporting quality and drive greater efficiency across the function.

What you’ll be responsible for

• Lead the monthly group consolidation process and oversight of the preparation and posting of consolidation journals, ensuring completeness, accuracy and timely delivery.
• Lead on the preparation and production of the group’s annual report, interim report and quarterly interim management statements, and to work with various stakeholders to provide content for related presentations.
• Prepare the monthly Group and subsidiary balance sheet and Income Statement as part of the Financial Control sign-off process.
• Preparation of various Deferred Tax schedules before handover to the tax team.
• Own and maintain the finance relationship with the group reporting software provider.
• Manage and develop the consolidation team.
• To build a strong working relationship with stakeholders within and external to the Financial Control function.
• Identify opportunities to automate manual processes and strengthen the control environment.
• Lead on ad hoc projects.

About you

• Strong experience in financial reporting and consolidation within a complex organisation.
• Qualified accountant (ACA, ACCA or CIMA).
• Proven ability to manage competing priorities and deliver to demanding deadlines.
• Strong stakeholder management skills with the confidence to engage and challenge senior management.
• Experience of managing reporting processes through a structured project-management approach.
• Demonstrable commitment to continuous improvement and process enhancement.

Preferred

• Listed company reporting experience.
  
  

Qualifications (if applicable):

ACA/ACCA/CIMA (essential)

Measures of Success:

• Production of high-quality Group annual report and accounts, interims and IMS in line with deadlines.
• Accurate and timely production of monthly group consolidation.
• Strong control environment with minimal post-close adjustments and audit exceptions.
• Continuous improvements of both individuals in the team and process.
  
  

Reports to:  Assistant Financial Controller – consolidation and oversight

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.