Charles Stanley in United Kingdom
22 jobs at Charles Stanley in United Kingdom
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Tarleen kaur chawla
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Trade Support Administrator
3 weeks ago
Charles Stanley London, United KingdomTo match and correct trades from the previous day's trading and ensure all trades are matched in a timely fashion. To contract trades accurately and efficiently on a timely scale. To input electronic trade confirmations. · Key Areas of Responsibility: · - To print a checking repo ...
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Client Services Consultant
2 weeks ago
Charles Stanley Edinburgh, United Kingdom**Job Purpose**: · The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to challenges and can cope with a demanding workload and multiple tasks, efficiently. · **Key Areas of Responsibility**: · ...
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Settlements Administrator
3 weeks ago
Charles Stanley Chelmsford, United Kingdom**Job Purpose**: · The main role will be to manage Temporary Safe Custody, this involves maintaining accurate records of client assets sent to the office for either future sales or deposit into our custody, liaising with Investment managers and post room. · Further responsibiliti ...
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Administrator
3 weeks ago
Charles Stanley Oxford, United KingdomThe primary role is to provide a high standard of support to a team of Investment Managers in assisting with administration of portfolios and client files, handling queries from clients and liaising with the Operational departments. The role will include specific administration s ...
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Business Intelligence Specialist
2 weeks ago
Charles Stanley London, United Kingdom**Join Our Dynamic Commercial Analytics Team** · Are you passionate about data-driven decision making? Do you thrive in a fast-paced and collaborative environment? If so, we have an exciting opportunity for you · **Commercial Analytics - Empowering Business Insights** · As a key ...
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Financial Planning Administrator
2 weeks ago
Charles Stanley London, United Kingdom**Key Areas of Responsibility include**: · - Processing new business and servicing existing business. · - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. · - Liaising with clients, internal departments & providers where n ...
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Compliance Associate
2 weeks ago
Charles Stanley London, United Kingdom**Job Purpose**: · To support the Head of Advisory & Complaints with providing advice and guidance to the business, and in ensuring that client complaints are handled promptly and properly. · **Key Areas of Responsibility**: · - Provide advice and support to the business regardin ...
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Associate - Front Office Support
3 weeks ago
Charles Stanley London, United Kingdom**Job Purpose**: · S upporting all client administrative and operational functions within the Charles Stanley Asset Management and the broader Centralised Financial Services group. Asset Management comprises of 4 business units, Multi Asset Fund Management, Discretionary clients, ...
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Trainee Administrator
3 weeks ago
Charles Stanley Birmingham, United KingdomWe are hiring a Trainee Financial Planning Administrator to join the team in Birmingham. · **Job Purpose**: · To be trained to provide administrative support to the financial planning department · **Main Activities**: · - To scan post on a day to day basis · - To assist with the ...
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Onboarding Associate
1 week ago
Charles Stanley London, United Kingdom**Job Purpose**: · To incept and maintain static client data relating to Wealth Management Accounts. · **Key Areas of Responsibility**: · - Document checking prior to data inception to ensure complete and correct documentation has been supplied. Ensuring that all data tasks meet ...
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Head of Equity Research
3 weeks ago
Charles Stanley London, United KingdomAre you an accomplished equities analyst with a drive for investment excellence? We are looking to appoint a Head of Equity Research to lead our research approach and guidance relating to direct equity investment. In addition to robust analysis of bottom-up fundamentals, you will ...
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Talent Acquisition Partner
2 weeks ago
Charles Stanley London, United Kingdom**Key Areas of Responsibility**: · - Work with HR Business Partners and others in the HR team to support recruitment requests, meeting with key stakeholders to ensure a comprehensive understanding of the current climate and underlying market forces and driving a coherent and dive ...
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Settlements Administrator
2 weeks ago
Charles Stanley London, United Kingdom**Job Purpose**: · To Match and settle trades from previous days trading and to ensure trades are matched in a timely manner and to market deadlines. To provide assistance to the International Settlement Department with all administrative tasks. The job will provide you with oppo ...
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Head of Financial Control
3 weeks ago
Charles Stanley London, United KingdomYou will be responsible for leading the financial control functions with the primary purpose of establishing and maintaining a comprehensive set of rules, processes, and accountabilities. In addition, you will ensure that day-to-day activities are optimised through on-going conti ...
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Front of House Administrator
1 week ago
Charles Stanley London, United Kingdom**Job Purpose**: · The Front of House Team is the welcoming face and voice of Charles Stanley & Co Ltd and its team members are fundamental in presenting the image expected and demanded of one of the leading wealth management companies in the UK. · The Team are based at the Head ...
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Portfolio Services Administrator
2 weeks ago
Charles Stanley London, United Kingdom**Key Areas of Responsibility**: · - Maintain client portfolio records to ensure that they are kept up to date, providing an accurate record of stock transactions, holdings, tax costs and valuations in a time efficient manner. · - Ensuring documentation is accurately recorded for ...
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Transfers in Administrator
3 weeks ago
Charles Stanley Chelmsford, United KingdomWe are looking to recruit an administrator to our Transfers-in team in Chelmsford. You will need to have a solid understanding of custodial duties in the wealth management space and you will be expected to assist in all areas across the department. · **Key Areas of Responsibility ...
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Trade Support Administrator
1 week ago
Charles Stanley London, United Kingdom**Job Purpose**: · To match and correct trades from the previous day's trading and ensure all trades are matched in a timely fashion. To contract trades accurately and efficiently on a timely scale. To input electronic trade confirmations. · Key Areas of Responsibility: · - To pr ...
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Post & Facilities Assistant
3 weeks ago
Charles Stanley Chelmsford, United KingdomThis is a varied role for an experienced Post Room executive with some Facilities Management knowledge. You will need to be able to multitask and be proactive when dealing with issues both post and office related as well as monitoring hard and soft services and reporting issues. ...
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Portfolio Services Administrator
3 weeks ago
Charles Stanley London, United Kingdom**Key Areas of Responsibility**: · - Management of client portfolio records to show investment holdings and valuations, factoring in the impact of Corporate Actions, Capital Gains Tax, Inheritance Tax and Performance, ensuring high levels of accuracy throughout. · - Filing docume ...