a strong understanding of CharlesStanley's services, systems (Order Routing, AS400, CRM), and tools (Outlook, Excel, Word, market... information platforms, and the CharlesStanley Direct website). Skills & Attributes Excellent communication skills, with the...
backgrounds who are eager to learn. About Us: CharlesStanley & Co. Limited is one of the oldest firms on the London Stock... it, so CharlesStanley came southwards to London. As the business grew it became recognised as a separate operation...
Job Category: IT Job Description: Job Purpose: CharlesStanley is seeking a talented Full Stack .NET Developer... understanding of Agile/Scrum development. Inclusivity and Accessibility: CharlesStanley is committed to creating an inclusive...
a strong understanding of CharlesStanley's services, systems (Order Routing, AS400, CRM), and tools (Outlook, Excel, Word, market... information platforms, and the CharlesStanley Direct website). Skills & Attributes Excellent communication skills, with the...
measures. Ensure full compliance with FCA regulations, CharlesStanley's Compliance Manual, Financial Planning Practice Manual...
Job Description: Job Purpose The Operations Client Assistant plays a vital role in supporting the smooth running of client administration processes. This position involves handling a wide range of operational tasks including document sc...
Job Description: Role Overview As Senior Recruitment Manager, you will lead efforts to identify, attract, and onboard high-calibre Wealth Managers. You will manage the full recruitment lifecycle, from sourcing and pipeline development t...
Job Description: 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 cons...
Job Description: Key Responsibilities Conduct qualitative reviews (QRs) of client portfolios, including full history, and perform pre- and post-sale suitability reviews for client advice. This requires a strong understanding of internal...
Job Description: We're looking for a detail-oriented and proactive Paraplanner to join our Financial Planning team and work closely with our Head of Financial Planning. This is a fantastic opportunity to play a key role in preparing clien...