Business Assurance Associate
Charles StanleyLondon, England, United Kingdom
Posted December 5, 2025
Full Time
About the Company
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.
Job Description
Conduct qualitative reviews of client portfolios, support the management and oversight of the QR team, and contribute to resolving departmental audit points.
Requirements
- CISI Level 4 or equivalent
- GCSE level (or equivalent) in Maths and English
- Previous experience in Investment Management and Financial Planning
- Working knowledge of financial/professional services organisations
- Experience collaborating with colleagues at all levels of an organisation
- Prior experience in a supervisory or team leader role