Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Open Positions
Paraplanner
Strong analytical skills, a passion for financial planning, and a commitment to delivering exceptional client service
Business Assurance Associate
GCSE level, CISI Level 4, previous experience in Investment Management and Financial Planning, and prior experience in a supervisory or team leader role
Risk Business Partner
Degree education & risk management expertise. Stakeholder management & financial services experience preferred. UK wealth management regulations & IA certification desirable
.NET Full Stack Developer
Strong oral and written communication skills, experience in delivering Rich UI client experience, and knowledge of C#.NET Core and Angular 9+
Investment Managers Assistant
GCSEs, A-Levels, industry-recognised qualification, and experience in financial services or investment operations
Client Services Consultant
CISI exam completion within 1 year, understanding Charles Stanley's services, and strong communication skills are required. Attention to detail and problem-solving abilities are essential
Paraplanner
Bachelor’s degree or equivalent. CII Level 4 qualification. Client reporting experience in a financial planning environment
Network Engineer
10k+ users network experience, Cisco expertise, Layer 2 LAN knowledge, routing protocols, data centre fabric experience. CCIE preferred
Investment Managers Assistant
GCSEs and relevant qualifications preferred, but not essential. Strong organisation and communication skills are vital. Experience in financial services is advantageous
Portfolio Manager - Fiduciary Management
University degree, CFA Level 2 / FIA equivalent, 5+ years' experience in investment consulting or portfolio management in DB pension schemes
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