Charles Stanley & Co. Jobs in United Kingdom

We are seeking a Portfolio Manager - Fiduciary Management to join our London team. This is an exciting opportunity to play a key role in delivering investment services of the highest standard to fiduciary clients, consultants, and professional pension trustees. · Strategic Invest ...

A financial services company in Greater London seeks a motivated individual to join their Financial Planning team. The ideal candidate will support Financial Planners by managing client information through Intelligent Office (IO) and facilitating key processes. Responsibilities i ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners ...

A leading financial services firm in the UK is looking for a Quantitative Analyst to join their Asset Allocation team. The role requires expertise in quantitative modelling and analysis to support investment strategies and portfolio construction. Candidates should possess 1–3 yea ...

About the Role · We are seeking a Portfolio Manager – Fiduciary Management to join our London team. This is an exciting opportunity to play a key role in delivering investment services of the highest standard to fiduciary clients, consultants, and professional pension trustees. Y ...

A financial services firm based in Scotland is seeking a Paraplanner to provide comprehensive technical support to Financial Planning Advisors. The role involves preparing client reports, maintaining client data, and ensuring compliance with FCA regulations. The ideal candidate s ...

A financial services firm in Chelmsford is looking for a team member to ensure effective risk controls within the Front Office. The role entails reviewing files, gathering management information, and analyzing data to identify trends for improvement. Ideal candidates will have GC ...

+Job summary · As a Financial Planner at Charles Stanley Direct you will engage with leads to increase prospect conversion, support clients by improving understanding and delivering positive outcomes. · +Responsibilities Engage with centrally generated leads to increase prospect ...

Drive new business growth by developing and managing relationships with Independent Financial Advisers (IFAs) remotely. · ...

A financial planning firm in the UK is seeking a motivated individual to join their Financial Planning team. The candidate will be responsible for managing client information, preparing documentation, and supporting Financial Planners. Ideal candidates should have 1–4 years of ex ...

+We are seeking a dynamic Director of Business Management to lead the Business Management function within our CIO Office.This is a senior leadership role focused on driving profitability, strategic alignment, · and operational excellence across all products and activities. · ...

A financial services firm in Greater London is seeking a Portfolio Manager – Fiduciary Management. This role involves delivering high-standard investment services to fiduciary clients and pension trustees. The ideal candidate will have over five years of experience in investment ...

Key Responsibilities · Process transfers of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft. · Instruct Unit Trust, CREST, and overseas transfers, and follow up to ensure timely settlement. ...

About the Role · We are seeking a Quantitative Analyst to join our Asset Allocation team. In this role, you will play a key part in supporting quantitative modelling and analysis across investment strategy, portfolio construction, and risk monitoring. Working closely with the Hea ...

A leading wealth management firm in the United Kingdom is seeking a professional to handle portfolio transfers and client communications. The successful candidate will process transfers of client portfolios, ensuring accurate and timely execution, and liaise with both new provide ...

We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You'll play a key part in helping our Financial Planners ...

This pivotal role drives change initiatives across technology, training, · and engagement ensuring enhancements meet front-office needsdeliver measurable business impact. · You will champion a service-first culture that prioritizes quality collaboration · and responsiveness ensur ...

Deliver a welcoming and professional front-of-house experience for all visitors. Ensure reception and meeting spaces are well-presented and equipped at all times. Manage meeting room bookings and coordinate catering and equipment needs efficiently. · 3 years' experience in recept ...

Are you passionate about shaping investment strategy in a multi-asset context? Do you thrive in a collaborative, intellectually rigorous environment? We're looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance through ins ...