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Rathbones
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  • Senior Manager, Financial Intermediaries MarketingJob ID: 2687Departme... Read More
    Senior Manager, Financial Intermediaries MarketingJob ID: 2687Department: Asset Management, Intermediaries, and Charities MaJob Category: Professional / ManagerialLocation: London, GB, EC2V 7QNDate: 28 Jul 2026At 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 113.6bn in assets under management (as of March 2026) 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.Role Title: Senior Manager- Wealth Intermediaries MarketingDivision: Marketing and Client StrategyLocation: LondonContract:  PermanentWorking pattern: HybridAbout the RoleJoin Rathbones at an exciting time as we shape our go-to-market strategy for 2027 and beyond for the intermediary wealth market. This is a high-impact role where you'll lead the development of marketing strategies and campaigns that strengthen our relationships with Independent Financial Advisers (IFAs) and drive business growth.Working closely with stakeholders across Rathbones and the wider Chief Commercial Office, you'll create compelling marketing campaigns, deliver engaging events and webinars, and use data-driven insights to maximise audience engagement. If you enjoy bringing strategic ideas to life, building strong relationships, and seeing the direct impact of your work, this is a fantastic opportunity to help influence the future direction of one of the UK's leading wealth management firms.What you’ll be responsible forDevelopment and execution of marketing strategies focused on wealth propositions such as discretionary fund management, MPS targeting IFAs (Independent Financial Advisers).Create multi-channel marketing plans designed to generate quality leads and increase FUM.Collaborate with distribution teams and internal stakeholders to align marketing strategies with business objectives.Oversee content creation, ensuring that messaging resonates with IFA audiences, addresses their needs and supports sales efforts.Leverage data-driven targeting and prospect database marketing to optimise campaign performance and maximise lead generation.Manage and monitor campaigns across digital channels, webinars, events, and social media.Ensure brand consistency across all marketing initiatives, in alignment with the overall company brand strategy.Provide in-depth reporting on campaign performance, offering insights and recommendations for optimisation.Stay informed on industry trends and adapt marketing strategies to meet changing market demands.Manage and mentor a team of marketing professionals, fostering a culture of innovation and high performance.About youIf you meet some of these criteria and are excited about the role, we encourage you to applyExcellent understanding of the IFA market and the challenges facing this audience- EssentialExtensive experience in marketing to IFAs, particularly within the wealth management or financial services sector- Essential.Strong understanding of data-driven marketing and lead generation tactics, with expertise in multi-channel marketing, digital marketing, events, and traditional marketing- Essential.Good understanding of Salesforce and email marketing tools.Ability to collaborate with internal teams, including sales and distribution, to align marketing with business objectives.Excellent communication skills with the ability to present ideas clearly to stakeholders.Leadership experience with a proven track record of managing and developing marketing teams.Strong project management skills, with the ability to manage multiple campaigns.Knowledge of the financial services industry and regulatory environment affecting intermediaries.Ability to use marketing analytics tools to track and optimise campaign performance.Creative and strategic thinker with strong problem-solving skills, capable of driving innovation in marketing strategies.Our offer to youWe 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 serviceLife assurance  - 8 x salaryIncome protection – 75 % salaryCompany share schemeDiscretionary bonusFlexible holidays – purchase up to 5 additional daysGreen Car SchemeFamily friendly policies – enhanced family leave for parents & carersStudy support – study days and funding for courses and qualificationsSeason travel ticket loansVolunteering daysGym discountsOther 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. 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 RathbonesWe 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. Find out more about the Government Scheme online, click here. 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.MissionWe 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. Read Less
  • Role Title: SuccessFactors Technical Engineer (EC Core, Platforms, Int... Read More
    Role Title: SuccessFactors Technical Engineer (EC Core, Platforms, Integration)Division: People Operations & Projects Location: Flexible - Liverpool, Glasgow, London Contract: FTCWorking pattern: Hybrid About the RoleThe SuccessFactors Technical Engineer is a hands-on configuration and technical delivery role responsible for building, testing, documenting and deploying changes with the Group’s SAP SuccessFactors product suite.Working from requirements, priorities and solution direction provided by the People Systems Lead, the role translates agreed requirements into high-quality system configuration, validates changes through playbacks and testing, and supports controlled deployment as part of the ongoing optimisation of the People technology landscape.Specialising in Employee Central core configuration through practical, hands-on knowledge of the wider SuccessFactors platform and integration landscape, including Intelligent Services, Integration Centre, Microsoft Teams integrations, and relevant third-party integration options. The role supports system maintenance, designing robust, scalable solutions that meet business needs, improve user experience, and deliver measurable value.What you’ll be responsible for1.          Requirements Translation & Configuration Design•            Receive requirements, priorities and design direction from the People Systems Lead and translate them into practical configuration changes.•            Assess configuration options, dependencies and constraints across SuccessFactors modules, highlighting risks, assumptions and impacts for review.•            Contribute to solution thinking by providing technical input, feasibility insight and configuration recommendations, while operating within the agreed People Systems roadmap and governance framework.2.          Technical Delivery•            Undertake hands-on configuration, business rule changes, permissions updates, workflow amendments, field changes, template updates and related technical build activity across SuccessFactors modules.•            Prepare and deliver configuration playbacks to the People Systems Lead and relevant SMEs, clearly explaining what has been built, how it works and any areas requiring decision or validation.•            Support unit testing, system testing and user acceptance testing by preparing test scenarios, resolving defects and ensuring configuration behaves as expected.•            Package, document and deploy approved changes in line with change control, release management and environment management processes.3.          Documentation, Support & Continuous Improvement•            Maintain clear technical documentation, including configuration notes, build specifications, test evidence, deployment notes and support handover materials.•            Investigate system issues, troubleshoot defects and provide technical analysis to support incident resolution, enhancements and continuous improvement activity.•            Work collaboratively with the People Systems Lead, internal SMEs, IT teams and external AMS partners where required to progress technical delivery and maintain system stability.About you•            Deep, hands-on knowledge of SAP SuccessFactors Employee Central and the wider platform layer, including MDF objects, business rules, workflows, Role-Based Permissions, picklists, data models, and configuration dependencies across modules.•            Support, configure, and troubleshoot integrations between SuccessFactors and third-party systems, using appropriate tools such as Intelligent Services, Integration Centre, APIs, and other approved integration approaches.•            Configure and optimise Microsoft Teams integration within SuccessFactors to support full platform adoption, improve user experience, and enable seamless access to HR processes and employee data where appropriate.•            Configure and support SAP AI-enabled platform capabilities, ensuring features are appropriately enabled, governed, tested, and aligned to business requirements and responsible use principles.•            Strong understanding of environment management and transport principles — experience moving configuration from Dev/Preview through to Production.•            Proven ability to design and execute User Acceptance Testing (UAT), including writing test scripts, managing defects, and driving resolution.•            Hands-on integration experience —Not just awareness; you have built or maintained integrations.•            Excellent stakeholder communication — able to explain technical solutions to non-technical audiences through clear playbacks, demos, and documentation.•            Governance and compliance mindset — you understand why change management, approvals, and audit trails matter, and you operate accordingly.•            Ownership of a body of work end-to-end: Support and taken feedback for design configure test deploy playback.•            Strong problem-solving and analytical skills with a solutions-oriented approach. Read Less
  • Role Title: SuccessFactors Technical Engineer (EC Core, Platforms, Int... Read More
    Role Title: SuccessFactors Technical Engineer (EC Core, Platforms, Integration)Division: People Operations & Projects Location: Flexible - Liverpool, Glasgow, London Contract: FTCWorking pattern: Hybrid About the RoleThe SuccessFactors Technical Engineer is a hands-on configuration and technical delivery role responsible for building, testing, documenting and deploying changes with the Group’s SAP SuccessFactors product suite.Working from requirements, priorities and solution direction provided by the People Systems Lead, the role translates agreed requirements into high-quality system configuration, validates changes through playbacks and testing, and supports controlled deployment as part of the ongoing optimisation of the People technology landscape.Specialising in Employee Central core configuration through practical, hands-on knowledge of the wider SuccessFactors platform and integration landscape, including Intelligent Services, Integration Centre, Microsoft Teams integrations, and relevant third-party integration options. The role supports system maintenance, designing robust, scalable solutions that meet business needs, improve user experience, and deliver measurable value.What you’ll be responsible for1.          Requirements Translation & Configuration Design•            Receive requirements, priorities and design direction from the People Systems Lead and translate them into practical configuration changes.•            Assess configuration options, dependencies and constraints across SuccessFactors modules, highlighting risks, assumptions and impacts for review.•            Contribute to solution thinking by providing technical input, feasibility insight and configuration recommendations, while operating within the agreed People Systems roadmap and governance framework.2.          Technical Delivery•            Undertake hands-on configuration, business rule changes, permissions updates, workflow amendments, field changes, template updates and related technical build activity across SuccessFactors modules.•            Prepare and deliver configuration playbacks to the People Systems Lead and relevant SMEs, clearly explaining what has been built, how it works and any areas requiring decision or validation.•            Support unit testing, system testing and user acceptance testing by preparing test scenarios, resolving defects and ensuring configuration behaves as expected.•            Package, document and deploy approved changes in line with change control, release management and environment management processes.3.          Documentation, Support & Continuous Improvement•            Maintain clear technical documentation, including configuration notes, build specifications, test evidence, deployment notes and support handover materials.•            Investigate system issues, troubleshoot defects and provide technical analysis to support incident resolution, enhancements and continuous improvement activity.•            Work collaboratively with the People Systems Lead, internal SMEs, IT teams and external AMS partners where required to progress technical delivery and maintain system stability.About you•            Deep, hands-on knowledge of SAP SuccessFactors Employee Central and the wider platform layer, including MDF objects, business rules, workflows, Role-Based Permissions, picklists, data models, and configuration dependencies across modules.•            Support, configure, and troubleshoot integrations between SuccessFactors and third-party systems, using appropriate tools such as Intelligent Services, Integration Centre, APIs, and other approved integration approaches.•            Configure and optimise Microsoft Teams integration within SuccessFactors to support full platform adoption, improve user experience, and enable seamless access to HR processes and employee data where appropriate.•            Configure and support SAP AI-enabled platform capabilities, ensuring features are appropriately enabled, governed, tested, and aligned to business requirements and responsible use principles.•            Strong understanding of environment management and transport principles — experience moving configuration from Dev/Preview through to Production.•            Proven ability to design and execute User Acceptance Testing (UAT), including writing test scripts, managing defects, and driving resolution.•            Hands-on integration experience —Not just awareness; you have built or maintained integrations.•            Excellent stakeholder communication — able to explain technical solutions to non-technical audiences through clear playbacks, demos, and documentation.•            Governance and compliance mindset — you understand why change management, approvals, and audit trails matter, and you operate accordingly.•            Ownership of a body of work end-to-end: Support and taken feedback for design configure test deploy playback.•            Strong problem-solving and analytical skills with a solutions-oriented approach. Read Less
  • Senior Manager, Financial Intermediaries Marketing  

    - Greater London
    Senior Manager, Financial Intermediaries MarketingJob ID: 2687Departme... Read More
    Senior Manager, Financial Intermediaries MarketingJob ID: 2687Department: Asset Management, Intermediaries, and Charities MaJob Category: Professional / ManagerialLocation: London, GB, EC2V 7QNDate: 28 Jul 2026At 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 113.6bn in assets under management (as of March 2026) 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.Role Title: Senior Manager- Wealth Intermediaries MarketingDivision: Marketing and Client StrategyLocation: LondonContract:  PermanentWorking pattern: HybridAbout the RoleJoin Rathbones at an exciting time as we shape our go-to-market strategy for 2027 and beyond for the intermediary wealth market. This is a high-impact role where you'll lead the development of marketing strategies and campaigns that strengthen our relationships with Independent Financial Advisers (IFAs) and drive business growth.Working closely with stakeholders across Rathbones and the wider Chief Commercial Office, you'll create compelling marketing campaigns, deliver engaging events and webinars, and use data-driven insights to maximise audience engagement. If you enjoy bringing strategic ideas to life, building strong relationships, and seeing the direct impact of your work, this is a fantastic opportunity to help influence the future direction of one of the UK's leading wealth management firms.What you’ll be responsible forDevelopment and execution of marketing strategies focused on wealth propositions such as discretionary fund management, MPS targeting IFAs (Independent Financial Advisers).Create multi-channel marketing plans designed to generate quality leads and increase FUM.Collaborate with distribution teams and internal stakeholders to align marketing strategies with business objectives.Oversee content creation, ensuring that messaging resonates with IFA audiences, addresses their needs and supports sales efforts.Leverage data-driven targeting and prospect database marketing to optimise campaign performance and maximise lead generation.Manage and monitor campaigns across digital channels, webinars, events, and social media.Ensure brand consistency across all marketing initiatives, in alignment with the overall company brand strategy.Provide in-depth reporting on campaign performance, offering insights and recommendations for optimisation.Stay informed on industry trends and adapt marketing strategies to meet changing market demands.Manage and mentor a team of marketing professionals, fostering a culture of innovation and high performance.About youIf you meet some of these criteria and are excited about the role, we encourage you to applyExcellent understanding of the IFA market and the challenges facing this audience- EssentialExtensive experience in marketing to IFAs, particularly within the wealth management or financial services sector- Essential.Strong understanding of data-driven marketing and lead generation tactics, with expertise in multi-channel marketing, digital marketing, events, and traditional marketing- Essential.Good understanding of Salesforce and email marketing tools.Ability to collaborate with internal teams, including sales and distribution, to align marketing with business objectives.Excellent communication skills with the ability to present ideas clearly to stakeholders.Leadership experience with a proven track record of managing and developing marketing teams.Strong project management skills, with the ability to manage multiple campaigns.Knowledge of the financial services industry and regulatory environment affecting intermediaries.Ability to use marketing analytics tools to track and optimise campaign performance.Creative and strategic thinker with strong problem-solving skills, capable of driving innovation in marketing strategies.Our offer to youWe 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 serviceLife assurance  - 8 x salaryIncome protection – 75 % salaryCompany share schemeDiscretionary bonusFlexible holidays – purchase up to 5 additional daysGreen Car SchemeFamily friendly policies – enhanced family leave for parents & carersStudy support – study days and funding for courses and qualificationsSeason travel ticket loansVolunteering daysGym discountsOther 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. 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 RathbonesWe 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. Find out more about the Government Scheme online, click here. 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.MissionWe 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. Read Less
  • Strategic Wealth Planning Director  

    - West Midlands
    A leading financial services firm in Birmingham is seeking an experien... Read More
    A leading financial services firm in Birmingham is seeking an experienced financial planner to provide comprehensive financial and investment advice to a diverse client base. Candidates should possess a strong technical knowledge of financial planning and a proven track record in business retention. The role involves managing relationships with investment managers, supporting junior staff, and contributing to the growth of the business. Chartered status is required. A collaborative environment fostering inclusion is essential. #J-18808-Ljbffr Read Less

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