Finance Systems Analyst in Liverpool

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.

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 you’ll 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.
• 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.

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

Social groups and communities

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, 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 Disability Confident Employer (level 2) 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.

If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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

These aren’t 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 don’t miss out.