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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
Role Title: Senior Finance Systems Analyst (Proactis)
Division: Finance
Location: Leeds or Liverpool
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will contribute to the smooth delivery, operation and integration of all finance systems & data management tools and drive the continuous improvement of finance systems and processes to maximise efficiency, consistency, and levels of automation.
You will become the subject matter expert on all matters regarding the Proactis and SUN system and you will play a pivotal role in looking at how we reshape and evolve Proactis and SUN systems to better meet the business needs going forward.
What you’ll be responsible for:
* Utilise the financial reporting systems to generate reports and dashboards which support decision making.
* Act as an expert mentor and develop and lead training and workshops to raise the standards of our utilisation of data & systems across the function.
* Assist with the creation and use of workflows to optimise finance processes and maintain appropriate control of Finance static/master data.
* Support with data / systems / process enhancement requests and the design of new solutions, investigating data and system functionality improvements.
* Work with members of the Finance team to identify, capture and report data that provides useful insight for decision making.
* Support for System Admin Testing.
* Support Finance colleagues during the release of new processes or system changes.
* Collaborate with representatives of other departments e.g. Operations to share insight and best practice.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
* An in-depth knowledge of Proactis with knowledge of SUN, Q&A, Alteryx and PowerBI advantageous.
* Able to communicate information, ideas, or issues effectively and clearly through the most appropriate channel within the team and to key stakeholders.
* 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 to often complex issues.
* 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.
* Keeps up to date with developments in the industry, including emerging risks and regulation.
* Able to consolidate and present information and analysis in an effective, digestible, and timely manner.
* Some experience of Business Intelligence / Systems implementation experience
* Finance Ledger Experience
* Comfortable working across the MS Office suite of applications.
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
* 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 social groups and communities
* 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 Level 2 Disability Confident Employer 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.
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 recruit@rathbones.com
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
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.
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