At a Glance
- Tasks: Support change initiatives in Wealth Management, enhancing colleague and client experiences.
- Company: Join Rathbones, a leading firm in wealth management with a focus on inclusivity.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Be part of a diverse team committed to professional growth and community values.
- Why this job: Make a real impact from day one in a dynamic, supportive team environment.
- Qualifications: Experience in change delivery and strong interpersonal skills are essential.
The predicted salary is between 70000 - 85000 £ per year.
Division: Wealth Management Propositions and Client Care
Location: London
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will play a key part in supporting the successful delivery of change initiatives across the Wealth business. You will work closely with the Wealth Business Delivery & Enablement teams, and Group Change & Transformation to ensure that change is implemented in a way that enhances both the colleague and client experience. You will act as a central coordination point for assessing and managing change impacts, supporting the end‑to‑end readiness process through planning, communication, training, and support activities. Your focus will be on ensuring operational teams and client‑facing colleagues are equipped for change, with minimal disruption to service. This is a new team, and they are still building the foundations so you will have a fantastic opportunity to make an impact from day one. You will be working with Senior Stakeholders (including C‑Suite Executives) and be part of a passionate, enthusiastic team who pride themselves on pulling together to achieve fantastic results.
We are looking for a candidate with a strong delivery mindset, who is disciplined and structured in their approach to work. You will be comfortable managing competing priorities, taking ownership, and driving activity through to completion. Strong interpersonal skills are essential, with the ability to build effective working relationships and collaborate positively across teams.
What you’ll be responsible for
- Change Coordination & Stakeholder Engagement
- Support the coordination of client‑facing and BAU change impacts across multiple initiatives.
- Contribute to business readiness plans aligned to programme milestones.
- Work with delivery teams to ensure readiness activities are embedded into project plans.
- Collaborate with Learning & Development and Communications teams to support the creation of training and engagement materials.
- Build effective working relationships across Front Office, Operations, Technology, and Risk to support change adoption.
- Business Readiness Delivery
- Execute readiness activities including:
- Training coordination and support
- Internal communications related to change
- Support frameworks and Hyper Care planning
- Client communications (where applicable)
- Change Impact Assessments: Identify and assess the impact of change on people, processes, and systems, and contribute to mitigation strategies.
- Maintain a strong focus on client and adviser experience throughout change delivery.
- Support operational transition from project to BAU, ensuring teams are prepared for new processes and systems.
- Apply and contribute to the continuous improvement of the business readiness framework and methodology.
- Facilitate and participate in lessons learned reviews and share feedback to improve future readiness approaches.
- Provide input into feasibility assessments and advise on best practice change management techniques.
- Reporting
- Monitor and escalate risks and issues related to readiness activities.
- Provide timely updates and reporting on readiness status, risks, and issues to relevant stakeholders and forums.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- Experience in Change Delivery (Business readiness or change management) and a strong awareness of how change impacts people, with the ability to tailor readiness approaches to different audiences.
- Demonstrated success in supporting business readiness activities including training, communications, and impact assessments.
- Skilled in supporting the planning and delivery of training and communications that resonate across diverse teams.
- Proven ability to build relationships and collaborate effectively with stakeholders at various levels.
- Familiarity with project management principles; formal qualifications (e.g., PRINCE2, PMP) are beneficial.
- Confident in presenting information clearly and listening actively to understand stakeholder needs.
- Demonstrated success working across departments to support the delivery of change.
- Experience with CRM systems, portfolio management tools, or digital wealth platforms is beneficial.
- Change Management Certification e.g., Prosci, APMG are desirable, but not essential.
- A solid understanding of front office Wealth Management operations, client lifecycle, and regulatory considerations is desirable, but not essential.
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
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 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
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.
Senior Business Readiness Analyst in London employer: Rathbone Brothers
At Rathbones, we pride ourselves on being an exceptional employer within the wealth management sector, offering a dynamic and inclusive work environment in London. Our commitment to employee growth is reflected in our comprehensive benefits package, including flexible holidays, study support, and a strong focus on work-life balance, ensuring that every team member feels valued and empowered to make a meaningful impact from day one. Join us to be part of a passionate team dedicated to delivering outstanding client experiences while fostering a culture of collaboration and continuous improvement.