Client Services Consultant
Charles StanleyScotland, United Kingdom
Posted December 18, 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
Dynamic role combining administrative responsibilities with potential to grow into client-facing duties, delivering exceptional customer service in a fast-paced environment.
Requirements
- Commitment to completing the CISI Introduction to Securities & Investments exam within the first year
- Strong understanding of UK financial markets, ISAs, SIPPs, and investment administration processes
- Familiarity with FCA regulations and the investment products offered through Charles Stanley Direct
Benefits
- Structured training and development plan
- Exposure to a wide range of client service and financial operations
- Supportive team environment with opportunities for career progression