Personal Assistant

Rathbone Brothers; Greater London; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Discretionary bonus

Flexible holidays

Study support

Job summary

Rathbones in London is seeking a proactive Personal Assistant to provide confidential executive support to the CIO. You will manage calendars, prepare briefing papers, coordinate travel, and help with reports and presentations.

The role requires discretion, strong IT skills (Excel, Word, PowerPoint, MS Teams) and the ability to build relationships with stakeholders. This is a permanent role offering a comprehensive benefits package and a supportive, professional environment.

Qualifications

• Experience in Financial Services, Investment or Wealth Management preferred.
• Proficient in Excel, Word, PowerPoint, MS Teams.
• Excellent attention to detail and accuracy.
• Excellent time management and organisational skills.
• Able to build relationships, navigate politics and manage stakeholders.
• Discreet and comfortable handling confidential information.

Responsibilities

• Provide confidential executive support to the CIO.
• Diary management and prioritisation of meetings.
• Draft reports and presentations with inputs from team.
• Conduct research for due diligence on initiatives.
• Create and maintain management information, spreadsheets, databases and SharePoint pages.
• Coordinate travel schedules and materials for trips.
• Proactive email management and client liaison.
• Prepare daily diary packs and disseminate information across the business.
• Cover for other PAs during holidays and absences.

Job description

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 £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.

Job Title: PA

Department: RIM Research

Location: London

Contract Type: Permanent

The Role

To provide a range of efficient, effective and confidential executive support services (analytical, administrative and technical) to assist the CIO to carry out their role within the Group.

Outcomes of the Role

• Manage CIO to ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action and providing briefings/summary information in advance
• Diary management– managing conflicting demands, recognising the importance and relevance of meetings and the ability to prioritise.
• Drafting reports and presentation for internal and external audiences, collating contributions from direct reports and other submitters.
• Carry out research into specific areas, for example helping with due diligence into new initiatives
• Provide a range of administrative support services including creating and maintenance of management information, spreadsheets, databases and project updates and SharePoint pages.
• Arranging travel schedules including all material for trips
• Proactive and effective email management
• Client liaison where appropriate
• Collating daily diary packs with necessary papers, travel information, tickets etc
• Dissemination of information to relevant parts of the business
• Providing general administrative support and cover to all PAs during holiday and other absences and general support to the team as required

Knowledge & Experience

• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Proficient in Excel, Word, PowerPoint, MS Teams
• Excellent attention to detail and accuracy
• Excellent time management and organisation skills
• Able to build relationships, navigate politics and manage/influence stakeholders
• Able to use initiative, set own objectives and targets and commit to the delivery of these
• Must be discreet and comfortable dealing with confidential information
• Broad knowledge of Executive’s business area and Rathbones overall (once in role)
• Broad understanding of corporate governance
• Awareness of the Financial Services/Wealth Management industry including regulatory aspects

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 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. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] 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.