Client Reporting Engineer

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: Client Reporting Engineer

Division: Group Technology

Location: Glasgow, Liverpool or London

Contract: Permanent 

Working pattern: Hybrid

About the Role

Be part of how Rathbones brings client data to life. As a Client Reporting Engineer, you’ll convert complex financial and valuation information into polished, visually engaging, client‑ready reports that reflect the quality of our brand. This is a hands‑on role blending technical expertise with attention to detail, where you’ll build robust data solutions, optimise performance, and deliver high‑impact reporting to tight deadlines within a leading wealth management firm.

What you’ll be responsible for

•  Build and modify reporting layouts in client reporting  layout building tools, including introduction pages, charts, tables, and performance pages.
• Write and optimize SQL queries, macros, and functions to perform complex data transformations.
• Monitor and optimise data build tool models and transformations for performance, including query optimisation 
• Create and maintain comprehensive data documentation, including ETL/ELT processes, models, and business logic.
• Monitor and troubleshoot data build tool jobs and pipelines to ensure they run efficiently and meet SLAs.
• Translate valuation models and financial data into clear, structured narratives and visuals.
• Ensure correct alignment, colour palettes, branding, and layout structure across all output pages and ensure that they are applied consistently.
• Manage report timelines to meet client reporting deadlines.
• Support time critical mass report production runs.

About you

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

• Experience in designing and producing professional client reports with strong document design and layout skills.
• Experience with data build tools, SQL and stat modelling techniques.
• Hands on experience with cloud-based data platforms (AWS, Azure).
• Knowledge of data pipelines, ETL/ELT frameworks, and data orchestration tools
• Experience in Snowflake data warehouse, Power BI and Alteryx reporting tools is desirable.
• Ability to present complex financial information clearly.
• Strong written skills required to produce documentation that is concise and accurate.
• Excellent verbal communication skills with the ability to communicate with a varying level of stakeholders both IT and business to develop strong professional relationships.
• Strong Service focus, looking to increase benefit to internal customers and clients through service excellence.

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.