Learning Curriculum Designer (Financial Services)

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

In business since 1742.
A FTSE 250 listed company.
Managing more than £113 billion* for our clients.
20+ offices throughout the UK and Jersey.

*Funds under management at 30 September 2025.

Role Title:  Learning Curriculum Designer (Financial Services) 

Division: Talent, Performance & Learning

Location: Edinburgh / Glasgow / Liverpool / London

Contract: Permanent

About the Role

Designs and governs the overall learning architecture for the Rathbones Institute, ensuring curriculum coherence, quality, evaluation and continual improvement across all components. The role is responsible for translating the Institute vision into a clear, mastery-based curriculum architecture that develops outstanding Wealth Managers, Investment Managers, Financial Planners and Business Development professionals.  

What you’ll be responsible for

• Own the end-to-end learning architecture for the Institute, ensuring clear pathways, coherent curriculum sequencing and alignment to graduate standards.
• Design mastery-based curricula that combine technical knowledge, applied skills, professional judgement, ethical conduct and commercial capability.
• Define curriculum standards, module design principles, assessment expectations and evidence requirements for progression gates.
• Partner with subject matter experts, trainers, coaches, assessors and business stakeholders to translate business needs into high-impact learning experiences.
• Ensure learning design reflects realistic client, market, investment, planning and conduct-risk scenarios relevant to wealth management.
• Maintain curriculum maps showing links between learning outcomes, assessments, qualifications, behavioural expectations and role readiness.
• Establish quality assurance routines for programme materials, facilitation, learner experience, assessment validity and learning transfer.
• Use learner data, evaluation outputs, stakeholder feedback and business outcomes to continually improve the Institute curriculum.
• Identify gaps in the existing learning catalogue and recommend build, buy or partner solutions to close critical capability gaps.
• Act as the design authority for Institute learning standards, ensuring consistency while allowing personalisation by learner profile and pace.
• Manage day-to-day relationships with the Institute’s Learning Experience Platform provider, professional bodies and training providers, supporting effective delivery and a positive learner experience.

About you

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

• Strong experience in learning architecture, curriculum design, instructional design or capability framework development.
• Understanding of financial services, wealth management, regulatory learning and professional qualifications is highly desirable.
• Ability to design for mastery, assessment, personalisation and applied workplace performance rather than content completion alone.
• Confident stakeholder manager able to work across senior business leaders, SMEs, learning teams and external partners.
• Strong analytical capability, with experience using learning data and evaluation to drive improvement.

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.