Full-Time
Client Services Consultant
Client Services
Posted on 9/1/2025
Charles Stanley
501-1,000 employees
UK wealth management and financial planning
No salary listed
Midlothian, UK
In Person
 Customer Experience & Support (1) |
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- Commitment to completing the CISI Introduction to Securities & Investments exam within the first year.
- Willingness to develop a strong understanding of Charles Stanley’s services, systems (Order Routing, AS400, CRM), and tools (Outlook, Excel, Word, market information platforms, and the Charles Stanley Direct website).
- Process incoming client-related administrative tasks across various channels with precision and efficiency.
- Manage printing, scanning, and postal workflows.
- Collaborate with internal teams to resolve client queries and ensure seamless communication.
- Capture and relay client feedback to support ongoing improvements to digital platforms.
- Escalate complaints and expressions of dissatisfaction in line with company procedures.
- Respond to client enquiries via telephone, live chat, email, and secure messaging.
- Take ownership of client requests, ensuring timely and satisfactory resolution.
- Contribute insights and suggestions to enhance service delivery based on frontline experience.
- Excellent communication skills, with the ability to use client-friendly language both verbally and in writing.
- Strong attention to detail and a proactive approach to problem-solving.
- Ability to manage multiple tasks, prioritise effectively, and meet deadlines under pressure.
- A collaborative mindset with a flexible, conscientious attitude—willing to support team needs, including occasional overtime.
- Sound understanding of UK financial markets, ISAs, SIPPs, and investment administration processes.
- Familiarity with FCA regulations and the investment products offered through Charles Stanley Direct.
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
Simplify's Take
What believers are saying
- Retirement-income advice demand is rising as UK DC drawdown assets expand.
- The firm’s research positions it early in decumulation and Consumer Duty workflows.
- Sustainable-investing hiring strengthens ESG portfolio construction and client reporting capabilities.
What critics are saying
- FCA scrutiny of retirement advice can force remediation and product redesign.
- Larger UK wealth managers can outscale Charles Stanley on talent and pricing.
- Weak ESG implementation will push charities and HNW clients to competitors.
What makes Charles Stanley unique
- Founded in 1792, Charles Stanley offers over 200 years of wealth-management heritage.
- Part of Raymond James, it combines boutique advice with large-firm backing.
- It serves private clients, charities, and smaller institutions with bespoke planning.
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Company News
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
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