Finance Systems Analyst
New Yesterday
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.
Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025
Job description:
Role Title: Finance Systems Analyst
Division: Finance
Location: Leeds or Liverpool
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will assist the Finance Systems team with the smooth delivery, operation, integration and maintenance of all finance systems & data management tools.
What youll be responsible for
Utilise finance reporting systems to generate, and support the generation of, reports and dashboards for stakeholders in a controlled manner.
Assist with the creation and use of workflows to optimise finance processes and maintain appropriate control of Finance static/master data.
Assist with supporting and maintaining data / systems / process enhancement requests.
Triage, and manage the appropriate resolution of, queries coming into the Finance Systems team.
Work with members of the Finance team to resolve day-to-day queries and to develop reporting solutions.
Support for System Admin Testing.
Support Finance colleagues during the release of new processes or system changes.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
Knowledge of Finance systems Proactis / SUN / Q&A (or equivalent) preferred, but not essential.
Finance Ledger Experience
Comfortable working across the MS Office suite of applications.
Able to organise and prioritise own workload effectively, working to a high degree of autonomy.
Confident challenging processes and escalating issues.
Effective problem solver, generating practical solutions.
Attention to detail.
Self-motivated with high energy and enthusiasm
Builds effective relationships with stakeholders across the firm.
Strong collaboration skills - proactively seeks to share information and ideas.
We offer:
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 years service
Life assurance - 8 x salary
Income protection 75 % salary
Company share scheme
Flexible holidays purchase up to 5 additional days
Discretionary bonus
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, Take a moment to pause (Menopause) 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.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve 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.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at
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 were 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 arent 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 dont miss out.
TPBN1_UKTJ
- Location:
- Leeds
- Salary:
- not provided
- Job Type:
- FullTime
- Category:
- IT
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