Personal Assistant

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'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

Role Title

Personal Assistant

Division

CTO

Contract

Permanent

Location

Liverpool (hybrid)

Role Purpose

Provide the Technology Directors within CTO office, and their teams as required, with an efficient, effective and confidential support service including administrative, travel booking, mailbox and diary management, ensuring disciplined execution of diaries, meetings, travel, and follow ups whilst maintaining confidentiality and professional standards.

Outcomes for the role

• Produce and collate typed documents, including (but not limited to) presentations, minutes and committee packs to a high standard of presentation and accuracy, utilising strong technical skills.
• Coordinate MI and regular reports for various committees, ensuring clarity and accuracy from contributors and all deadlines are met.
• Prepare and provide meeting packs and agendas, capture minutes and actions as required, chase owners and maintain action logs where appropriate/required.
• Efficient management of Director's mailboxes and diaries where required, ensuring mailboxes are triaged with escalations as required, diary conflicts are reconciled based on priorities and pro actively plan horizons (daily, weekly, quarterly).
• Plan and arrange travel including itineraries and accommodation, ensuring the Directors' time is managed efficiently and expenses processed in line with policy.
• Make arrangements, with external and internal contacts, for meetings and other engagements as required.
• Assist with general administrative duties including when required, for example the co ordination of Joiners, Movers & Leavers (including co ordinating recruitment with HR, collation of role profiles, interface with HR on logistical aspects, ownership of office seating plans, etc).
• Support cyclical activity (e.g. pay planning, annual performance reviews, audits, budget planning) to ensure time is secured in diaries and co ordinate meetings and actions as required
  Work with Communications partners to develop and manage local communications plan (team meetings, presentations, Town Hall updates etc).
• Any other duties as required.

Skills and knowledge

• Good organisation and prioritisation skills, ability to manage multiple stakeholders and shifting priorities and demands.
• Attention to detail, accuracy and organisation skills, with strong time management skills.
• Excellent communication skills - clear, concise written and verbal communication, professional tone and stakeholder influence.
• Good technical skills in Microsoft PowerPoint, Word, Excel and Outlook and Teams.
• Self motivation and the ability to work autonomously, as well as part of a team.
• Strong relationship building skills, with the ability to collaborate with key internal departments and stakeholders, as well as being a trusted partner to leaders.
• Judgement and discretion, ability to handle sensitive information with maturity, anticipating needs and making sound decisions.

Professional experience and qualifications

• Experience working with senior management is essential, ideally within a regulated environment.
• Secretarial / PA experience.
• Experience in financial services, technology, banking or professional services desirable but not essential.

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.

Benefits

• 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 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.

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.

Employment Policies

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 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.

• We aim high.
• We get it done.
• We show we care.
• We do the right thing.