Team Leader
Charles Stanley
Team Leader
Charles Stanley
UK wealth management and financial planning
Job Purpose:
The role supports the Facilities Services & Post Room Manager in delivering efficient, high‑quality operational services across the head office and the Group’s regional locations. Key responsibilities include managing incoming and electronic mail, preparing client meeting rooms, maintaining service records, responding to internal Facilities requests, and liaising with Royal Mail and other service providers to resolve issues. The role also administers the Group’s purchase‑to‑pay (P2P) system to support the procurement of office supplies and services.
Key Responsibilities:
Mail & Service Operations
Facilities & Office Support
Procurement & P2P Administration
General
Experience:
Knowledge & Skills:
UK wealth management and financial planning
A UK wealth management firm that serves private clients, charities, and smaller institutional investors with tailored financial planning and investment management. Clients work with financial planners and investment managers to develop and manage customized solutions, with fees for advisory and asset management, supported by offices in London, Edinburgh, and Cardiff for local service. The firm stands out through its long history dating back to 1792 and its ability to deliver personalized, localized wealth management across the UK. Its goal is to help clients preserve and grow wealth through comprehensive planning and ongoing asset stewardship.
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