CHARLES STANLEY GROUP is looking for employees for positions:
business services manager
Working hours
full-time
Responsibility
if you're passionate about finance, thrive on collaboration, and want to make a significant impact, this job is perfect for you
job Purpose
we are looking for two Business Managers to join us on a 12 month fixed term contract in either London or Manchester
are you ready to take your career to the next level? We're seeking a dynamic individual to join our IMS department and play a pivotal role in shaping its future
marketing executive
Working hours
full-time
Language
english
Responsibility
responsible for building Solus emails
coordinating with third parties including external agencies and vendors
ensuring campaigns are delivered on time, within budget and measured against defined KPIs
responsible for ensuring email templates are optimised for user accessibility, open rates, and conversion rates
supporting the B2C Marketing Manager to maintain an up-to date status of budget expenditure
responsible for fixing any issues/bugs alongside email platform provider
maintaining an in-depth knowledge of Charles Stanley’s products and services, competitor insights, content and campaigns, industry trends, and target audiences
responsible for intercom messages and how we can leverage this tool for marketing comms
Requirements
the UK financial services sector – wealth management preferably
email marketing platforms and client preference tools
executing and/or developing integrated campaigns
HTML coding
working across multiple campaigns at any one time
analysing campaign performance and making recommendations for improvement
analysing campaign performance and, where appropriate, making recommendations for improvement
technical product knowledge – Curiosity and intellectual capacity to enhance industry and product knowledge
designer
Working hours
full-time
Responsibility
are you ready to be part of a dynamic team that plays a pivotal role in shaping the future of wealth management? Charles Stanley, a leading provider of holistic wealth management services, is seeking a talented and creative individual like you to join our marketing team
ensure consistent branding and tone of voice across all communications
contribute to the annual Brand Equity reviews to strengthen our brand's impact
security engineer
Working hours
full-time
Requirements
you have a diplomatic and tenacious approach to achieving positive outcomes
presenting to and engaging with stakeholders is second nature to you, up to the highest levels of leadership
your intellectual agility allows you to devise innovative solutions to complex problems
you possess a keen commercial acumen and are well-versed in security control frameworks like NCSC, ISO 270001, NIST, CIS, and PCI-DSS
experience with MITRE ATT&CK and D3FEND enhances your ability to tackle sophisticated threats
your expertise spans Linux, Windows, and MacOS operating systems, as well as cyber security detection and prevention controls
Responsibility
are you passionate about protecting organizations from cyber threats and staying one step ahead of security vulnerabilities? Do you thrive in a collaborative, fast-paced environment where your technical expertise can make a real difference? If so, we have an exciting opportunity for you to join the security capability team at Charles Stanley and its subsidiaries, which is also integrated with Raymond James
infrastructure engineer
Working hours
full-time
Language
english
Responsibility
we are looking for a Systems Infrastructure Engineer, to join our growing Infrastructure team in Chelmsford
your Impact - Driving Technological Excellence
your expertise will shape our technology roadmap, ensuring that we stay at the forefront of innovation
provide input into development and change initiatives, proposing solutions that are innovative and cost effective
providing input into development and change initiatives, offering innovative and cost-effective solutions
key Responsibilities that Make a Difference
managing the life cycle of technology and security solutions, from inception to retirement, ensuring maximum value for our business
contributing to our technology roadmap, safeguarding our future through strategic investments and proactive capacity planning
Requirements
experience in systems infrastructure engineering or a related field
experience with server hardware and software, network devices, and storage systems
knowledge of operating systems, virtualization technologies, and cloud computing platforms
familiarity with network protocols and security best practices
strong problem-solving and analytical skills
excellent communication and interpersonal skills
ability to work independently and collaboratively in a team environment
desirable technical certifications/accreditations such as: AWS/Azure Certification, Microsoft Certified, ITIL v3 Foundation Certificate , VMWare Certified Professional, Nutanix NCP
manager
Trade
management
Management
Working hours
full-time
Responsibility
we are looking to recruit a Portfolio Manager to join our Fiduciary Management Services team to implement fiduciary investment strategies
designing the governance of the portfolio, program and project layers
personal compliance with all regulatory issues and promotion of a compliance culture throughout department and firm as a whole
to manage, advise and transact on clients’ portfolios in accordance with their objectives, suitability requirements, and the team investment philosophy
coordinating the creation of the roadmap, ensuring that it delivers the firm’s strategy
ensuring that all records in relation to performance reviews and training & competency matters are kept up to date
monitoring delivery progress, evidencing compliance with governance and budget controls
actively seek new business opportunities through networking, intermediaries, and other referrals. Generate and follow up on leads
Requirements
fully RDR compliant with CISI Level 6 qualification as a minimum
ideally educated to degree level
university Degree, or equivalent. CFA Level 2 / FIA equivalent
maintain and develop relevant SPS
project management qualifications desirable – preferably P30 Practitioner or equivalent
strong modelling skills within a defined benefit pension scheme context, either in an investment consultancy or fiduciary management capacity
A proven track record in building and managing a book of private clients and providing them with appropriate investment management solutions
appropriate experience within an FCA regulated firm
senior paraplanner
Working hours
full-time
Responsibility
prepare, complete and deliver reports and annual reviews for clients to a professional standard
receive and implement requests from Advisors
gather and record client data on Intelligent Office
provide information for annual reviews
communicate with clients and third parties as required
work closely and communicate clearly with administration support
manage workflow
develop and maintain all processes relevant to technical support
Requirements
tertiary education, ie degree or equivalent qualifications preferred
minimum CII Level 4 qualified working towards Level 6 / Chartered
extensive experience of providing Paraplanning services for High Net Worth clients
high levels of technical knowledge in all areas
ability to use technical financial planning tools, modelling software, etc
inter-personal skills to develop and maintain client trust and inspire confidence
able to communicate effectively in both verbal and written form
ability to multi-task and prioritise work-loads
engineer
Working hours
full-time
Responsibility
contribute to the design, costing and delivery of projects
help the Senior Data Architect in the management of external vendors
ensure appropriate documentation is created, maintained and published
participate as an active recommender and decision maker
assemble large, complex data sets that meet functional / non-functional business requirements
design the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using SQL
evaluate and promote the use of analytics tools that support operational efficiency and other key business performance metrics
work with business stakeholders to assist with data-related technical issues and support their data infrastructure needs
Requirements
proven experience working with systems and solutions such as Microsoft Dynamics, IBM iSeries, Document Management Systems
experience building and optimizing database architectures
experience in a Data Engineering role
strong analytic skills related to working with unstructured datasets
proven experience developing and presenting business plans articulating the technical, operational and commercial benefits of proposed solutions and/or investments
A successful history of manipulating, processing and extracting value from large databases
experience supporting and working with cross-functional teams in a dynamic environment
ability to troubleshoot complex issues s
client manager
Working hours
full-time
Responsibility
deliver guidance and assistance to clients to empower them to make their own investment decisions
develop client relationships through regular contact; ensure client’s needs are met or exceeded to deliver excellent client service
engage with leads to encourage uptake of the service
demonstrate the requisite skills expected of an experienced Investment Adviser
share knowledge and experience with colleagues in a collaborative manner
contribute towards the development of the Foundation Services across the Firm
collaborate with other divisions of Charles Stanley to encourage referrals
maintain and promote the ethos, culture and high standards of Charles Stanley and act with integrity always
Requirements
degree level preferred
CII Level 4
maintain and develop appropriate professional qualifications. You will be expected to work towards achieving Chartered Financial Planner status
experience of providing investment advice
demonstrate excellent technical knowledge with reference to investments and their related products and services
strong verbal and written communication skills
comfortable with technology as some client meetings will be conducted via video conferencing
client relationship management skills
financial controller
Working hours
full-time
Responsibility
ensuring that the Finance function develops and maintains appropriate levels of risk management capability
development and enhancement of finance controls and finance risk framework throughout the Group, ensuring accuracy of controls and processes
ensuring the finance owned policies and procedures are being adhered to and remain “fit for purpose”
provide assurance over statutory accounts, regulatory reports and taxation for reports submitted to external stakeholders
facilitation of the balance sheet attestation process
provide support in the setting and monitoring of adherence to the Firm’s Treasury and Procurement policies
assist with management and development of an Associate – Financial Control
effective use of available resources and on-going development to realise their full potential
Requirements
A recognised accounting qualification
extensive experience of working in a Finance Control / Risk Management team within a regulated environment
relevant market knowledge and best practice disciplines
experience of working on multiple tasks and responding quickly to management requests
willingness to learn and develop skills in all areas – technical, industry and function
ability to stay knowledgeable about, research and broadly understand technical Control and control issues
experience of performing under pressure and adjusting plans to meet changing needs and requirements
effective communicator, both written and verbal, within the department and wider business