Senior Business Analyst

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Senior Business Analyst

Location: Glasgow/London/Liverpool

Contract: Perm

Hiring Manager: Fiona Hermiston

Working pattern: Hybrid

About the Role

The Senior Business Analyst is a senior business analysis specialist within Technology and a key member of a cross-functional product engineering team. The role shapes solutions to complex business challenges, translates strategic objectives into deliverable outcomes, and helps teams make effective use of the existing systems estate and organisational capabilities.

Working across business and technology domains, the role operates where requirements may be unclear, stakeholder priorities compete, and significant organisational, process, regulatory and technology change is underway. The Senior Business Analyst leads discovery, creates clarity, challenges assumptions and supports evidence-based decisions that deliver meaningful business and client outcomes.

The role requires strong analytical capability, excellent stakeholder management and the ability to influence at all levels. It also contributes to high standards of business analysis practice, collaboration, service excellence and continuous improvement across product portfolios.

What you’ll be responsible for

Business Analysis and Discovery

• Lead analysis of complex business problems spanning multiple teams, processes and systems.

• Define and validate business outcomes, opportunities, success measures and the evidence needed to demonstrate value.

• Lead workshops, discovery sessions and structured problem-solving with senior stakeholders and delivery teams.

• Challenge existing processes, assumptions and proposed solutions to identify more effective options.

• Develop current-state and future-state operating models, process maps, capability assessments and other analysis artefacts.

• Assess how the existing systems estate and organisational capabilities can be used, adapted or improved.

• Translate strategic objectives into clear, actionable and testable delivery outcomes.

Product and Delivery Leadership

• Partner with Product Owners, Engineering Leads, Architects and design specialists to shape product direction and provide a holistic approach to product change.

• Lead requirements discovery, analysis, validation and refinement throughout the product delivery lifecycle.

• Define epics, user stories, business rules, acceptance criteria and supporting documentation to an appropriate level of detail.

• Ensure complex business, client and regulatory requirements are understood, represented and traceable through delivery.

• Support product prioritisation by balancing business value, risk, client outcomes, technical constraints and dependencies.

• Apply analysis techniques across discovery, inception, delivery and iterative product improvement.

• Support and embed agile ways of working that accelerate the pace and value of delivery.

Stakeholder Management and Influence

• Act as a trusted adviser to senior business, Product and Technology stakeholders.

• Build alignment across groups with differing objectives, perspectives and priorities.

• Manage competing priorities and facilitate timely, transparent decision-making.

• Present recommendations, options, evidence and trade-offs clearly to leadership audiences.

• Influence outcomes through constructive challenge, robust analysis and clear communication.

• Negotiate successful outcomes while maintaining effective and collaborative working relationships.

Strategic Thinking and Problem Solving

• Break down complex and ambiguous problems into manageable components.

• Identify risks, assumptions, constraints, interdependencies and decision points early.

• Develop practical recommendations supported by data, evidence and analysis.

• Identify opportunities for synergy, efficiency and innovation across product portfolios.

• Ensure proposed solutions align with broader business and Technology strategy.

Practice Leadership and Continuous Improvement

• Drive improvements to analysis practices, team effectiveness and delivery processes.

• Coach, motivate and support less experienced analysts and team members on business analysis activities.

• Play a leading role in the Analysis Community of Practice and help evolve standards, principles, tooling and ways of working across product portfolios.

• Promote a culture of high performance, innovation, service excellence, collaboration and continuous improvement.

• Contribute to the evolution of product operating models and business design capability.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Strong analytical, critical-thinking and problem-solving capability, with an objective and process-oriented approach.

• Excellent facilitation, interpersonal and articulate communication skills.

• Ability to influence, engage, challenge and collaborate with a diverse range of stakeholders.

• Ability to explain complex information, options and trade-offs clearly and secure effective decisions.

• Strong organisation, coordination and planning skills, with the ability to manage multiple priorities in a fast-paced environment.

• Ability to work independently and as part of a multidisciplinary team.

• Proactive and self-motivated, with a strong commitment to learning and improvement.

• Integrity, sound judgement and confidence to probe detail and challenge assumptions constructively.

Essential

• Significant experience as a Business Analyst within complex technology delivery environments.

• A proven record of delivering large-scale business and technology change in an agile product delivery model.

• Experience of complex transformation programmes and product delivery initiatives.

• Strong facilitation and senior stakeholder engagement experience.

• Demonstrated ability to operate effectively in ambiguous and evolving environments.

• Experience managing requirements across multiple teams, processes, systems and stakeholder groups.

• Experience working closely with engineering, architecture, Product and design teams.

• Experience supporting iterative product change and continuous improvement.

Desirable

• Financial services experience.

• Experience in a regulated environment.

• Experience supporting CRM, digital platform or customer-facing product delivery.

• Salesforce experience.

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
• 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
• 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. 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. 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.

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.