Full-Time
Front Office Support Administrator
Posted on 7/1/2025
Charles Stanley
501-1,000 employees
Wealth management and financial advisory services
No salary listed
Entry, Junior
Essex, UK
In Person
- GCSEs (or equivalent) including Maths and English
- Proven experience in an administrative or support role
- Proficiency in Microsoft Office, especially Word and Excel
- Strong written and verbal communication skills
- Excellent stakeholder management and interpersonal skills
- A proactive, positive attitude and a commitment to being a role model
- Manage core administrative tasks, including processing, printing, and archiving correspondence
- Updating client data and handling call backs
- Managing onboarding of new account applications
- Supporting deceased client processes (e.g., probate valuations, documentation)
- Preparing and scheduling Suitability Meeting Packs
- Coordinating corporate action notifications with stakeholders
- Executing mail merges and distributing key information
- Maintain and enhance desk procedures, contributing to best practice initiatives
- Identify and escalate potential risks appropriately
- Collaborate with middle office teams and other departments
- Deliver a professional and responsive service to internal and external clients
- Ensure accurate record-keeping and audit trails for regulatory compliance
- CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred
Charles Stanley offers wealth management services, focusing on creating personalized investment portfolios and providing financial advice tailored to individual needs. Their services cater to a diverse clientele, including individuals, charities, institutions, and professional advisers, ensuring that each client receives guidance suited to their specific financial situation. Unlike many competitors, Charles Stanley emphasizes a client-centered approach, maintaining a strong commitment to service quality since its establishment in 1792. The company's goal is to help clients achieve financial security throughout their financial journey.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
1972
Simplify's Take
What believers are saying
- Growing demand for decumulation advice due to the ageing population.
- UK smaller companies sector shows recovery, offering growth opportunities.
- Expected UK interest rate cuts may benefit indebted businesses.
What critics are saying
- Potential changes to Cash ISA tax breaks could impact client strategies.
- FCA scrutiny may require adaptation to new regulatory demands.
- Competitors hiring Charles Stanley's key personnel indicates a talent drain risk.
What makes Charles Stanley unique
- Charles Stanley focuses on decumulation strategies for retirement income planning.
- The firm emphasizes understanding client needs under the Consumer Duty regulation.
- Charles Stanley partners with Alpha FMC for research on retirement income advice.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Flexible Work Hours
Remote Work Options
Company News
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
The spotlight on retirement advice and income is intensifying for wealth and advisory firms. The FCA is scrutinising firms to ensure they offer robust and scalable retirement income advice propositions that differ from accumulation strategies and address the new risks emerging throughout retirement.With an ageing population, the retirement market is poised for significant growth. The number of people aged 65 and over has increased from 9.2 million to over 11 million between 2011 and 2021. Defined contribution (DC) assets have grown by almost 30% since 2019, with the DC market estimated at £1.9 trillion and £220 billion in drawdown at the end of 2023. This trend indicates a growing need for decumulation advice.Retirement planning also dominates client advice requests (90%), surpassing investments (65%) and tax planning (42%). The report indicates that clients are demanding more support and engagement throughout retirement.Charles Stanley’s report, “Decumulation: It Requires a Different Approach,” explores insights from financial advice firms on the challenges of decumulation
Charles Stanley UK wealth manager Charles Stanley has appointed Charlotte Aspinall as a senior investment manager based at its Tunbridge Wells office.