The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

This website is constructed and maintained for investors in the UK.

Accept

Personal Assistant

London

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £7.5 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.  
Role:
Personal Assistant

Location:
London

Reporting to:
Senior PA

Salary:
Competitive with an excellent benefits package

Summary:
We are seeking to recruit an exceptionally organised and proactive Personal Assistant to work closely with the senior PA, to provide first-class administrative support to our Head of Global Business Development. This role will suit someone with a keen eye for detail, the confidence to manage complex and changing schedules, and the flexibility to support a busy head of department with frequent international travel commitments. The ideal candidate will have strong communication, organisational, administrative and IT skills.

Responsibilities:

  • Administrative Support:
    • Manage incoming and outgoing correspondence.
    • Ensuring all documents, reports and presentations are formatted in the JH&P brand and standards.
    • Update the CRM System (Xplan) with all business development activity.
    • Monitor email correspondence and maintain accurate filing and tracking systems.
  • Meetings & Diary Management:
    • Schedule, coordinate, and prioritise internal and external calls and meetings across multiple time zones.
    • Organise client entertaining in line with the company’s Gifts & Entertainment policy.
    • Assist in arranging small events.
  • Travel:
    • Plan and manage all aspects of UK and international travel, including booking flights, hotels, ground transportation, itineraries, and visas.
    • Ensure arrangements are accurate, cost-effective, and responsive to urgent changes.
  • Expenses:
    • Compile, check, and submit detailed expense reports to Finance, maintaining accuracy and compliance with company policy.
  • Reception Cover:
    • Provide ad-hoc support for Reception, including greeting clients and visitors, handling incoming calls, and supporting internal events.
Any other duties reasonable required to support the senior PA and the Head of Global Business Development.

Knowledge and Experience:

  • Previous experience (six months preferred) in an administrative or supportive role.

Skills and Behaviours:

  • Excellent verbal and written communication skills.
  • Strong MS Office IT Skills
  • Organised with attention to detail.
  • Discretion and confidentiality.
  • Ability to pivot and cope with multiple time zones and last minute change of plans