Charles Stanley & Co. Limited

Job Purpose: As an Investment Managers' Assistant, you will play a vital role in supporting a dynamic team of three Investment Managers, one Investment Advisor, and two fellow IMAs. Your contribution will be essential in ensuring the smooth operation of day-to-day activities across a diverse client base, including discretionary, advisory, and execution-only portfolios. This is a non-regulated role focused on administrative excellence, client service, and operational coordination. By delivering accurate and efficient support, you'll help foster strong client relationships and contribute to the overall success of the team. We are also open to supporting your professional development through relevant industry qualifications. Key Responsibilities: Provide high-quality administrative support to the team, identifying opportunities to improve efficiency and workflow. Collaborate across departments, sharing knowledge and best practices, and assist in onboarding and training new team members. Manage the opening and maintenance of client accounts, including gathering AML documentation and financial information, and liaising with clients and intermediaries such as solicitors and accountants. Maintain accurate client records and assist in preparing suitability reports and investment reviews. Monitor incoming investments and proactively resolve any issues that arise. Coordinate with the accounts department on cash movements and process payments. Set up, manage, and close client files, ensuring data integrity and compliance. Ensure adherence to all relevant compliance regulations. Support the onboarding of new clients by ensuring all documentation is completed and processed efficiently. Organise and prepare for client meetings, including logistics and refreshments. Lead or assist with ad hoc projects such as client events or historical KYC data collection. Qualifications GCSEs (or equivalent) including Maths and English; A-Levels preferred. An industry-recognised qualification such as the Investment Operations Certificate is advantageous but not essential. Experience: Prior experience in a similar role within financial services is preferred. A general understanding of the stock market and investment operations is beneficial. Skills & Attributes: Excellent written and verbal communication skills. Strong typing skills; experience with dictation transcription is a plus. Highly organised, numerate, and detail-oriented. Ability to work under pressure while maintaining accuracy and professionalism. Proactive problem-solving skills and a willingness to take initiative. A collaborative team player with the flexibility to adapt to different working styles. Capable of managing your own workload independently. Positive, enthusiastic attitude with a personable manner and a good sense of humour.

Are you an organised and detail-oriented individual looking to build your career in financial services? Charles Stanley is seeking a proactive Transfers In Administrator to join our Chelmsford office. This is a fantastic opportunity to support the smooth onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. What You'll Be Doing: Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS. Supporting the movement of collectives between trading platforms. Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs. Handling incoming transfer queries via the team mailbox - triaging, responding, and assigning as needed. What We're Looking For: Prior experience in Wealth Management or custodial duties is beneficial but not essential. Familiarity with stock migration and tax-wrapped products is desirable. Knowledge of ISA rules and APS transfers preferred. Skills That Will Set You Apart: Understanding of Custody & Transfer In Administration. Experience using Equisoft Transfer Gateway. Awareness of CASS rules and anti-money laundering procedures. Strong IT skills, particularly in MS Word & Excel. Ability to multitask, prioritise workloads, and meet tight deadlines. Excellent communication skills and a collaborative mindset. High attention to detail and accuracy is a must. If you're self-motivated, flexible, and ready to contribute to a dynamic team, we'd love to hear from you.