Senior Business Insights Analyst

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Department:
Strategic Finance - Strategic Costs Insights

Job Category:
Support

Location:

Leeds, GB, LS1 4AP
Liverpool, GB, L3 1NW
Sheffield, GB, S11 8HA

Date: 12 Jan 2026

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

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.

• 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 objectives.

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.
• 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.

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
• 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
• 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 well‑being, 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, Take a moment to pause (Menopause) and Armed Forces.
• The Next Gen 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.

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…