Full-Time
Assistant Portfolio Manager
Charles Stanley
501-1,000 employees
UK wealth management and financial planning
No salary listed
Guildford, UK
In Person
 Finance & Banking (1) |
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- Experience within investment management, portfolio management, or investment support.
- Progress toward, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
- Understanding of portfolio construction, asset allocation, and investment markets.
- Strong analytical and numerical skills with attention to detail.
- Understanding of investment processes, client suitability requirements, and regulatory frameworks.
- Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
- Ability to manage multiple priorities effectively.
- Interest in financial markets and investment management.
- Support Investment Managers in managing discretionary and advisory client portfolios.
- Assist with portfolio reviews, suitability assessments, and investment proposals.
- Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
- Monitor portfolio exceptions and support preparation of investment and trading rationales.
- Conduct portfolio analysis and provide market, economic, and investment commentary to support decision-making.
- Assist with client reporting, tax planning opportunities, and investment documentation.
- Maintain records supporting investment decisions, due diligence activities, and model governance.
- Work collaboratively with colleagues across the business to deliver client service and outcomes.
- Ensure all activities comply with regulatory requirements, internal policies, and risk management standards.
- Experience supporting private client portfolios would be beneficial.
- Strong communication and relationship-building abilities.
- Well-organized and adaptable approach.
- Proactive, collaborative, and client-focused approach.
Charles Stanley is a UK wealth management firm that provides personalized financial planning and investment management for private clients, charities, and smaller institutional investors. Its advisers work with clients to design and manage tailored financial solutions, with services and fees for advisory and asset management delivered through offices in London, Edinburgh, and Cardiff. With a history dating back to 1792, it combines a long track record with a network of local offices to offer deeply personalized, locally delivered wealth management across the UK. Its goal is to help clients preserve and grow wealth through tailored planning and ongoing stewardship of assets.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
1972
Get referred to Charles Stanley
See people who can refer or advise you
Simplify's Take
What believers are saying
- Raymond James unified leadership in 2026 should simplify decisions and reduce duplicated overhead.
- Celine Legaspi's August 2025 hire deepens sustainable investing capabilities for affluent clients.
- FCA retirement-income scrutiny expands demand for Charles Stanley's decumulation advice and research now.
What critics are saying
- Raymond James is phasing out the Charles Stanley brand from late 2026.
- Paul Abberley left in 2025; Kim Jenson's interim leadership signals ongoing integration turbulence.
- High platform fees and exit charges push self-directed clients toward cheaper competitors immediately.
What makes Charles Stanley unique
- Founded in 1792, Charles Stanley still carries unmatched UK heritage and client trust.
- Charles Stanley Direct keeps a separate execution-only platform with 12,500+ investments and cashback offers.
- London, Edinburgh, and Manchester offices support localized advice across private, charity, and institutional clients.
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Benefits
Flexible Work Hours
Remote Work Options
Company News
New PP research shows investment governance is under pressure. Professional Pensions The 2026 Pension Schemes Act, accelerating scheme consolidation, and rising governance costs are forcing trustees to rethink how investment decisions are made, new research conducted by Professional Pensions has revealed. Professional Pensions, in partnership with Charles Stanley, surveyed more than 100 pension professionals to understand why many schemes remain constrained by governance structures that struggle to keep pace with today's endgame landscape. The survey also explored how schemes are responding to such ongoing challenges and why progress towards more effective governance remains difficult. The Cost of Comfort: Rethinking Investment Governance in a New Era of Endgame report explores: * Why smaller schemes face a disproportionate governance burden and the barriers preventing meaningful change * How evolving endgame options are increasing the importance of timely, well-governed investment decisions * The role fiduciary management can play in helping schemes improve governance, accelerate decision-making, and achieve better outcomes Download the report now to discover the key findings in full, industry perspectives, and practical insights shaping the future of pension scheme governance. More on defined benefit. The Cost of Comfort: Rethinking Investment Governance in a New Era of Endgame Professional Pensions
Charles Stanley has hired Celine Legaspi as sustainable portfolio lead and responsible investment analyst.
MWritten by Rob Morgan, Chief Investment Analyst at Charles StanleyThe UK remains in an economic funk of muted activity, ebbing confidence and above-target inflation. No surprise then that various market surveys indicate firms are reluctant to hire staff and in some cases are looking to make cuts amid planned increases in employer NICs and the National Minimum Wage.Official ONS numbers are not yet reflective of this emerging trend with the official unemployment count holding steady at 4.4%. Still low by historic standards but the data, which needs to be taken with caution owing to collection issues, is not yet picking up what seems to be being expressed in industry surveys.Meanwhile the official measure of wage inflation continues to barely blink at 5.9%. This indicates there is still demand for workers and perhaps reflects the difficulty and cost to secure necessary skills if they are lost. To what extent the picture changes once increases to employers’ costs takes effect in April remains to be seen. Some businesses will err towards passing on the higher costs through price increases rather than reducing headcount
The UK remains in an economic funk of muted activity, waning confidence and above-target inflation, an unenviable cocktail for Chancellor Rachel Reeves as she battles to keep to her fiscal rules, according to Rob Morgan, Chief Investment Analyst at Charles Stanley. Higher interest rates and slow growth are eroding the headroom between tax receipts and spending commitments. In the absence of taking on more debt or growth picking up, some combination of spending cuts and tax rises will probably be required to balance the equation. All eyes will be on the Spring statement next month to see what her next move is.Already rumours have circulated concerning income tax and VAT, and more worryingly for savers, there have been murmurs around measures to curtail Cash ISAs in some way. Is there a case for curtailing Cash ISA tax breaks?Cash ISAs are a popular and important product, especially with tax thresholds staying frozen, savings allowances frozen and interest rates much higher than a few years ago. There’s around £300bn sitting in these tax-free accounts, some of which could arguably be better directed towards other assets. Sadly, lots of people in the UK hold too much cash and not enough in investments, which is a missed opportunity to drive long term wealth creation. This reticence has negative ramifications for the success of the UK stock market and the wider economy too. While cash is exactly what is needed for building short term financial resilience through an emergency fund and saving for shorter term goals, it fails to drive household wealth meaningfully forward over the longer term. Other assets – such as shares – don’t offer immediate security of capital, and you could get back less than you invest
Charles Stanley’s Tom Hawkins reflects on key findings from Alpha FMC’s recent report on decumulation which unveils diverse strategies for retirement income planning. Addressing regulatory demands and evolving client needs, Tom shares a fresh perspective along with practical approaches and solutions you can adopt to mitigate sequencing and longevity risks in retirement income planning as well as other key themes.When the FCA announced its Thematic Review of Retirement Income Advice, Charles Stanley partnered with Alpha FMC to undertake some research on how IFAs currently manage decumulation to help the industry identify best practice. This timely report paints a very clear picture of an industry with several quite distinct approaches to meeting these challenges.Drawing on Alpha FMC’s independent research, this report explores various retirement strategies, including systematic withdrawals, annuities, and tax-efficient approaches. e research identified several key themes.The regulatory environment. As an extension of Consumer Duty, the FCA is keen to understand how advisers are balancing the robust processes that come with a centralised retirement proposition and target markets with individual client outcomes. It is more important than ever for firms to evidence how their retirement proposition and income strategies meet the needs of target markets and individual clients.The opportunity is set to growThe transition from Defined Benefits (DB) to Defined Contributions (DC) pensions, demographic trends, and economic pressures will accelerate the growth in demand for more support and engagement throughout retirement