Investment Managers Assistant
Charles StanleyLondon, England, United Kingdom
Posted November 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
As an Investment Managers’ Assistant, you will support a team of Investment Managers by delivering high-quality administrative and organisational support, ensuring the smooth running of daily operations and maintaining strong relationships with clients.
Requirements
- GCSEs (or equivalent) including Maths and English
- A-Levels preferred
- Industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous
- Previous experience in a financial services or investment operations environment is desirable
- General understanding of the stock market and investment processes is beneficial
