Engineering Lead; Financial Planning

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 113.6bn in assets under management (as of March 2026) and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.

Role

Title:

Engineering Lead Financial Planning (iRess Xplan) (2742)

Division:
Group Technology

Location:
Glasgow/Liverpool / London

Contract:
Perm

Hiring Manager:
Alistair Phipps

About the Role

Lead the design build and operation of our Financial Planning platform acting as the senior technical authority for financial planning engineering. Own the balance between hands-on delivery and technical leadership setting engineering standards mentoring the team and ensuring Xplan integrates cleanly with the wider technology estate (Salesforce CRM/FSC Snowflake and supporting middleware).

What youll be responsible for

General Engineering Skills & Responsibilities

• Technical Leadership
• Set and enforce engineering standards: code quality testing documentation release management
• Own architectural decisions for the financial planning domain; ensure designs are scalable secure and maintainable
• Lead technical design reviews and provide constructive rigorous critique of peers work
• Balance technical debt reduction against delivery pressure; make and defend prioritisation calls
• Delivery & Engineering Practice
• Comfortable with modern SDLC practices: CI/CD version control (Git) automated testing code review culture
• Experience with Agile/Scrum or Kanban delivery models
• API design and integration patterns (REST SOAP event-driven/pub-sub)
• Understanding of iPaaS/middleware concepts (e.g. Mule Soft or AWS Lambda) for cross-system integration
• Data modelling and understanding of how operational systems feed into data platforms (e.g. Snowflake)
• Security-conscious development: data protection access control secure coding practices relevant to financial services
• back end skills - development of serverless functions or web apps APIs and microservices eg in Python or Java
• People & Team Leadership
• Developing engineers - coaching engineers config specialists and admins toward stronger engineering practice
• Experience upskilling non-engineering staff (e.g. platform administrators) into engineering-capable roles
• Stakeholder management with business compliance and other engineering leads across a build it run it model
• Domain Context
• Experience in financial services ideally wealth management private banking or investment platforms
• Understanding of regulatory constraints affecting client data advice records and financial planning tools - Consumer Duty

iRess Xplan-Specific Skills & Responsibilities

• Platform Configuration & Customisation
• Hands-on configuration of Xplan workflows campaigns forms and page layouts with the ability to build and troubleshoot custom business logic
• Coding/scripting for CRM customisation templates document generation (suitability reports fact finds) and business rule logic
• Deep understanding of IFA/adviser back-office processes and how they map to Xplans configuration model
• Integration & Data
• Xplan API / web services experience building and maintaining integrations with CRM (Salesforce FSC) portfolio/IBOR systems (e.g. Charles River/EXBO equivalents) and data platforms
• Understanding of Xplans data model (client plan product adviser relationships) and how it maps to golden-source client data
• Experience with Xplan data migrations cleansing mapping and validating legacy financial planning data into Xplan
• Familiarity with Xplans reporting layer and how planning data surfaces into BI/Snowflake
• Platform Operations
• Experience managing Xplan releases patches and vendor-supplied upgrades (iRess release cycle)
• Troubleshooting and root-cause analysis of platform issues spanning Xplan and integrated systems
• Working knowledge of Xplans permissioning/security model in a multi-adviser multi-entity firm

About you

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

Nice to Have

• Prior experience running Xplan alongside a Salesforce CRM (Sales Cloud/FSC) in a two systems talking architecture
• Exposure to iRess product roadmap engagement providing feedback into vendor backlog participating in user groups
• Experience building internal engineering capability to reduce reliance on Xplan implementation partners/vendors
• Exposure to agentic SDLC practices - using claude code or github copilot to accelerate throughput
• Experience of building agentic solutions for wealth management

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…