Head of Financial Analysis, Insight & Data

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Job

Department:
Strategic Finance

Job Category:
Professional / Managerial

Location:

Leeds, GB, LS1 4AP
Liverpool, GB, L3 1NW
London, GB, EC2V 7QN
Sheffield, GB, S11 8HA

Date: 7 Oct 2026

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:

Head of Financial Analysis & Data

Division:
Finance

Location:
London / Liverpool / Leeds

Contract: FTC

Working pattern:
Full Time

Accountable for the strategic direction and operational effectiveness of the Group Financial Analysis, Insight & Data team. The role oversees the production and distribution of key management information, including FUMA and net flows, and leads Finance engagement with client-facing teams and senior management to support understanding of commercial performance, strategic analysis and decision-making. The role ensures that reporting is accurate, timely, well-controlled and delivered to the required quality standards.

• Lead the Financial Analysis, Insight & Data team, setting clear priorities and maintaining a culture of accuracy, collaboration, constructive challenge, integrity and right-first-time delivery.
• Develop and maintain effective processes, policies, procedures and control frameworks for the timely and accurate production of management and financial information, particularly FUMA and net flows reporting.
• Lead commercial analysis and business partnering for key areas of the Group, including executive management, client-facing leadership, RAM, CCO and Distribution.
• Provide analysis and insight to support strategic decisions, corporate activity and the assessment of commercial opportunities, leading work streams where required.
• Lead financial pricing and remuneration analysis and support wider commercial decision-making.
• Use business data to identify trends, explain performance and turn management information into clear, actionable commercial insight.
• Work closely with the Group Data team on the use of data across the Group, including insight, governance, systems and controls, with particular focus on Finance requirements.
• Oversee the production and delivery of ad hoc reporting for internal and external purposes.
• Manage relationships with key internal stakeholders, including GEC members, business leaders and their teams.
• Identify and deliver improvements to processes, procedures, practices and systems, working with change resources and Technology as appropriate.
• Manage team workloads, delegation, performance, development and…