Personal Assistant- Asset Management

Rathbones; Greater London; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Flexible holidays

Discretionary bonus

Family friendly policies

Study support

Volunteering days

Gym discounts

Job summary

Rathbones is seeking an experienced Personal Assistant to support senior leaders in the Distribution function. Based in London, the role offers hybrid working with 3-4 days in the office each week, supporting across Strategic Partnerships and Charities.

You will manage busy diaries, coordinate travel, prepare leadership packs and ensure smooth administration. The ideal candidate has previous PA experience in asset management, excellent organisational skills and a proactive, solutions-focused

Qualifications

• Experience as a Personal Assistant within an Asset Management environment is essential.
• Excellent organisational and prioritisation skills with attention to detail.
• Strong communication and interpersonal abilities to interact with stakeholders at all levels.
• Proactive, professional, solutions-focused and able to anticipate needs.
• Commitment to delivering an efficient, organised and high-quality service.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Act as a trusted first point of contact for internal and external stakeholders.
• Proactively manage diaries, coordinate priorities and organise meetings/events.
• Coordinate travel and accommodation arrangements.
• Prepare high-quality meeting materials and leadership packs ahead of key meetings.
• Manage invoices and day-to-day administration; keep processes organised and on track.
• Keep leaders prepared with information and materials for upcoming meetings.

Skills

Diary management

Stakeholder liaison

Prioritisation

Travel coordination

Proactive problem solving

Job description

Role Title: Personal Assistant- Asset Management

Location: London

Contract: 12-month FTC

Working pattern: Hybrid (with 3-4 days in the office each week)

About the Role

This is a great opportunity for an experienced Personal Assistant to play a key role within our Distribution function, providing high-quality support to senior leaders across Strategic Partnerships and Charities. You’ll work closely with the leadership team, managing busy diaries, coordinating travel and helping to keep priorities running smoothly.

With Rathbones in an exciting period of growth, you’ll also be joining a business where there is plenty of opportunity to develop your experience and explore internal career opportunities over time.

What you’ll be responsible for

• Act as a trusted first point of contact for internal and external stakeholders, confidently managing enquiries and ensuring requests are directed appropriately.
• Proactively manage busy and changing diaries, coordinating priorities and organising engaging team meetings and events.
• Coordinate travel and accommodation arrangements, ensuring plans are organised efficiently and run smoothly.
• Support the preparation of high-quality meeting materials and leadership packs, ensuring everything is ready and available ahead of key meetings.
• Manage invoices and other day-to-day administration, helping to keep processes organised, accurate and on track.
• Stay one step ahead of upcoming meetings and events, ensuring leaders are well prepared with the information and materials they need.
• Contribute to wider Group initiatives, including areas such as Business Continuity Planning, providing the opportunity to gain broader exposure across Rathbones.
• Work collaboratively with the wider PA team, providing support and cover where required to ensure a seamless service across the Distribution function.

About you

• Previous experience working as a Personal Assistant within the Asset Management industry is essential.
• Strong organisational and prioritisation skills, with excellent attention to detail.
• Excellent communication and interpersonal skills, with the confidence to build effective relationships with colleagues and stakeholders at all levels.
• A proactive, professional and solutions-focused approach, with the ability to anticipate needs and take initiative.
• A strong commitment to delivering an efficient, organised and high-quality service.
• A proven ability to manage multiple priorities and deliver accurate work within deadlines.
• Comfortable working in a fast-paced environment, remaining organised and composed when priorities change.
• A collaborative team player who enjoys working closely with colleagues and contributing to shared goals.
• Strong problem-solving skills, with the confidence to use initiative and find practical solutions.

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
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• 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, 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 [e-mail]

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.