At a Glance
- Tasks: Transform complex financial data into stunning client reports that showcase our brand's quality.
- Company: Join Rathbones, a leading wealth management firm with a focus on innovation and collaboration.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Be part of a diverse team with opportunities for growth and community involvement.
- Why this job: Make an impact by delivering high-quality reporting in a dynamic, supportive environment.
- Qualifications: Experience in report design, SQL, and cloud-based data platforms is a plus.
The predicted salary is between 40000 - 50000 € per year.
Be part of how Rathbones brings client data to life. As a Client Reporting Engineer, you’ll convert complex financial and valuation information into polished, visually engaging, client‑ready reports that reflect the quality of our brand. This is a hands‑on role blending technical expertise with attention to detail, where you’ll build robust data solutions, optimise performance, and deliver high‑impact reporting to tight deadlines within a leading wealth management firm.
What you’ll be responsible for:
- Build and modify reporting layouts in client reporting layout building tools, including introduction pages, charts, tables, and performance pages.
- Write and optimise SQL queries, macros, and functions to perform complex data transformations.
- Monitor and optimise data build tool models and transformations for performance, including query optimisation.
- Create and maintain comprehensive data documentation, including ETL/ELT processes, models, and business logic.
- Monitor and troubleshoot data build tool jobs and pipelines to ensure they run efficiently and meet SLAs.
- Translate valuation models and financial data into clear, structured narratives and visuals.
- Ensure correct alignment, colour palettes, branding, and layout structure across all output pages and ensure that they are applied consistently.
- Manage report timelines to meet client reporting deadlines.
- Support time critical mass report production runs.
About you:
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- Experience in designing and producing professional client reports with strong document design and layout skills.
- Experience with data build tools, SQL and stat modelling techniques.
- Hands on experience with cloud-based data platforms (AWS, Azure).
- Knowledge of data pipelines, ETL/ELT frameworks, and data orchestration tools.
- Experience in Snowflake data warehouse, Power BI and Alteryx reporting tools is desirable.
- Ability to present complex financial information clearly.
- Strong written skills required to produce documentation that is concise and accurate.
- Excellent verbal communication skills with the ability to communicate with a varying level of stakeholders both IT and business to develop strong professional relationships.
- Strong service focus, looking to increase benefit to internal customers and clients through service excellence.
Role details:
- Division: Group Technology
- Location: Glasgow, Liverpool or London
- Contract: Permanent
- Working pattern: Hybrid
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
- Income protection – 75% salary
- Company share scheme
- Flexible holidays – purchase up to 5 additional days
- Discretionary bonus
- 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
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.
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 1 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.
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
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.
Client Reporting Engineer in Liverpool employer: Rathbones
Rathbones is an exceptional employer that prioritises employee growth and well-being, offering a comprehensive benefits package including a generous pension scheme, private medical insurance, and flexible holidays. With a strong commitment to diversity and inclusion, employees can engage in various social groups and networks that foster community and professional development, all within a supportive and dynamic work culture located in vibrant cities like Glasgow, Liverpool, or London.
StudySmarter Expert Advice🤫
We think this is how you could land Client Reporting Engineer in Liverpool
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Rathbones on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to client reporting and data management. We recommend using the STAR method to structure your answers—this will help you showcase your skills effectively.
✨Tip Number 3
Show off your technical skills! Be ready to discuss your experience with SQL, data build tools, and any cloud platforms you've worked with. Bring examples of how you've optimised performance in past roles.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a lasting impression. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Reporting Engineer in Liverpool
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with client reporting and data tools. We want to see how your skills align with the role of Client Reporting Engineer, so don’t hold back on showcasing your relevant expertise!
Showcase Your Technical Skills:Since this role involves SQL queries and data build tools, be sure to mention any hands-on experience you have with these technologies. We love seeing specific examples of how you've used these skills in past roles, so get into the nitty-gritty!
Keep It Clear and Concise:When writing your application, clarity is key! Use straightforward language and structure your documents well. We appreciate a clean layout that reflects your attention to detail, just like the reports you'll be creating.
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s super easy, and it helps us keep everything organised. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Rathbones
✨Know Your Tools
Familiarise yourself with the specific data build tools and reporting software mentioned in the job description, like SQL, Power BI, and Alteryx. Be ready to discuss your hands-on experience with these tools and how you've used them to create impactful reports.
✨Showcase Your Design Skills
Prepare to demonstrate your document design and layout skills. Bring examples of previous client reports you've created, highlighting how you ensured branding consistency and visual appeal. This will show that you can convert complex data into polished, client-ready outputs.
✨Communicate Clearly
Practice explaining complex financial information in a clear and structured manner. You might be asked to present a scenario during the interview, so think about how you would translate technical jargon into understandable narratives for various stakeholders.
✨Be Deadline-Driven
Since the role involves managing report timelines and meeting tight deadlines, be prepared to discuss how you've successfully handled time-critical projects in the past. Share specific examples that highlight your ability to optimise performance and deliver results under pressure.
