Executive Assistant and Business Analyst

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

Role Title: Executive Assistant & Business Analyst

Division: RIM

Location: London

Contract: Permanent

Hiring Manager: Camilla Stowell

Working pattern: Hybrid

About the Role

This is a pivotal role requiring exceptional organisational skills, sound judgment, and the ability to operate with the utmost confidentiality. The Executive Assistant and Business Analyst will act as a trusted partner to the CEO of Wealth, enabling them to focus on strategic priorities by managing day-to-day operations, communications, stakeholder engagement, and providing analytical and business management support to drive organisational effectiveness.

What you’ll be responsible for

Executive Support

• Manage complex and ever-changing calendars, including internal/external meetings, Board sessions, and investor briefings
• Maximise proficient and responsible use of AI to enhance efficiency, insight generation, and decision-making, while ensuring alignment with governance and confidentiality requirements
• Coordinate global travel arrangements, itineraries, and logistics
• Organise regional office roadshows and leadership visits
• Organise Senior Leadership Team events (on and off-site)
• Organise Client events (on and off-site)
• Prepare high-quality briefing materials, presentations, and reports
• Prepare agendas, meeting packs; attend meetings, capture minutes, and track actions
• Manage inbox and prioritise correspondence
• Handle confidential documentation with discretion
• Support the CEO and Wealth Senior Leadership Team with planning and priorities
• Coordinate objectives and key deliverables across the leadership team
• Coordinate cross-team initiatives and CEO-led projects

Stakeholder Management

• Act as first point of contact for internal and external stakeholders (clients, Board, regulators, senior leadership)
• Build strong, trusted relationships to facilitate effective communication and decision-making
• Support alignment across business units and functions, including 1LOD, Risk, and Compliance teams where relevant

Operational Excellence

• Support tracking and delivery of strategic initiatives, ensuring clear follow-ups and accountability
• Manage expenses, invoices, and approvals in line with policy
• Coordinate leadership offsites, Board meetings, and key events
• Support governance processes, including reporting cycles, leadership forums, and committee coordination

Strategic Partnership

• Act as a thought partner to the CEO, anticipating needs and identifying opportunities to improve efficiency and effectiveness
• Maintain awareness of internal priorities and external industry developments
• Support the CEO in driving forward strategic agenda and transformation priorities

Business Analysis

• Analyse data and insights to support decision-making, prioritisation, and strategic planning
• Prepare structured briefings, summaries, and insights for executive discussions
• Support development of business cases and presentations as required
• Support tracking of change initiatives and transformation activity, ensuring clear reporting of progress and outcomes

About you

• Proven experience as an Executive Assistant, Business Manager, or Chief of Staff supporting C-suite executives, ideally within financial services or wealth management
• Strong analytical capability with experience in business reporting, MI, or performance tracking
• Exceptional organisational and time management skills
• Strong written and verbal communication skills, including preparation of executive-level materials
• High level of discretion, integrity, and emotional intelligence
• Proficiency in Microsoft Office (Outlook, Co-Pilot, PowerPoint, Excel; ability to handle data and reporting)
• Experience working in a fast-paced, high-stakes environment with senior stakeholders
• Ability to operate at both a strategic and operational level, balancing delivery with insight

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.