Investment Managers Assistant
Charles StanleyEngland, United Kingdom
Posted October 29, 2025
Part 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
The Investment Managers’ Assistant will support a team of three Investment Managers with administrative and operational tasks. This is a non-regulated role focused on client service, operational coordination, and improving efficiency. Opportunities for professional development are offered through relevant industry qualifications. The assistant will be instrumental in maintaining accurate records and liaising with internal departments.
Requirements
- GCSEs (or equivalent), including Maths and English
- Industry-recognised qualifications (e.g. Investment Operations Certificate) are advantageous
- Previous experience in a similar role or within investment operations
- General understanding of the stock market and financial services
- Excellent written and verbal communication skills
- Strong typing skills
- Highly organised, numerate and detail-oriented
- Able to work under pressure
- Proactive problem-solver
- Collaborative and adaptable
- Independent work ethic
- Positive, enthusiastic attitude
- Good sense of humour
