Data Analyst (Apprentice)

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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.

As of June 2025

Division: Investment Risk

Location: Liverpool

Contract: Permanent

Hiring Manager: Matthew Simmons

Working pattern: Hybrid

About the Role

To assist the Senior Data Analyst in the production of reporting / monitoring and BAU activities. Support continuous development, dataflows (extraction / transformation) and IR developed applications / reports.

What you'll be responsible for

• Support the Investment Risk team in delivering timely, accurate, and insightful data analysis to inform risk management decisions.
• Assist in the extraction, transformation, and validation of investment related data, ensuring consistency and reconciliation with source systems.
• Contribute to the identification and resolution of data quality issues, escalating concerns and supporting root cause analysis to improve data integrity.
• Help maintain and enhance internal databases, dataflows, and IR developed applications (e.g., APR PowerApp), ensuring they remain fit for purpose and user friendly.
• Engage with team members and stakeholders to understand data requirements and translate them into meaningful reports and dashboards.
• Participate in the development of 'single sources of truth' to support consistent and reliable investment risk metrics.
• Develop an understanding of key investment risk concepts and commercial drivers monitored by senior leadership, contributing to the team's strategic objectives.
• Build a reputation as a responsive and reliable contributor to the Investment Risk function, demonstrating curiosity, accountability, and a commitment to continuous learning.

About you

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

• Strong willingness to learn and develop
• High attention to detail
• Analytical and lateral thinker
• Open and honest communicator
• Ability to assimilate information and filter results
• Able to manage multiple stakeholders and competing deadlines
• Commercial interest and awareness
• Ability to present technical information in a clear, understandable way to a non technical audience

Standard entry requirements:

• A Level 3 Qualification (Apprenticeship/A Levels/BTEC etc.) OR equivalent work experience (typically 2 years in a relevant role).
• 5 x GCSEs including English & Maths at Grade 4 (C) or above.
• Experience with using Excel and Microsoft products (or similar).
• Learners should not hold an existing qualification of the same type, content, and level as this apprenticeship in a similar subject.

Work experience notes:

• Work experience relates to any valid work experience.
• If relying on work experience, 2 years must include working in a Data Analyst role. For existing staff, the minimum work experience should be evident and require some form of analysis, including creating reports and using spreadsheets.
• Career changers from diverse experience backgrounds should typically be keen on working with numbers, processing, and articulating data and information.

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

Our employees can choose to take part in various social groups and communities to support their well being, 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, Take a moment to pause (Menopause) 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 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. Find out more about the Government Scheme online.

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

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.