Description Key Areas of Responsibility: Assist investment managers (IMs) with portfolio management for a broad array of discretionary and advisory clients - individuals, families, trusts, corporate and charities - subject to the specific needs of each client. Assist with the construction, implementation and maintenance of investment models ensuring that client portfolios are aligned and managed against them. Conduct regular reviews of client portfolios for the ongoing suitability of investments. Assist IMs in ensuring all client communications are actioned promptly and efficiently. Deal for clients in stocks, shares, collectives and structured products on an execution-only basis or as instructed. Create schemes of investments for new clients and produce investment proposals. Monitor outliers and ensure that each outlier is dealt with or marked with an explanation. Play an active role in the development of investment strategies in coordination with other portfolio managers across the Company. Put together rationales for transactions / trades on client accounts. Keep abreast of market developments and act as a conduit to provide IMs with key information in order to enable investment portfolios to be managed in such a way as to ensure best client outcomes. Provide regular commentary on economic, market, company and fund updates to team members, both verbally and in writing. Assist IMs in maintaining due diligence documentation for investment solutions not on the central preferred list Assist with quarterly reporting to clients. Ensure clients’ ISA and Capital Gains Tax allowances are utilised. Assist support staff with administration where necessary. Represent Charles Stanley at events, presentations, meetings etc. as required. Work with IMs and internal business development specialists to develop professional connections and new business opportunities. Personal compliance with all regulatory issues and promotion of a compliance culture throughout the office. Qualifications & Experience: Fully RDR compliant with minimum CISI Level 4, or equivalent, qualification. Experience in portfolio management for private clients including investment research, balanced portfolio management, asset allocation and alternative investment strategies. Knowledge & Skills: Strong working knowledge of financial services organisations with a particular focus on relevant regulatory and compliance requirements. Extensive knowledge of investment processes and techniques with the ability to communicate / explain asset classes, investment strategies, market activity and the Company's products and services. Comply with Company's Training and Competence Scheme and Investment Management Practice Manual. Broad understanding of financial planning. High level and broad market awareness. Knowledge of the FCA's regulatory requirements. Operate a methodical and organised approach to work. Articulate and diplomatic, with strong interpersonal and communication skills. Resilient. with strong negotiation skills and the ability to challenge and contribute effectively. Operate with a business-focussed approach. Strong attention to detail particularly when providing written information. Ability to juggle priorities, multi-task and execute work at speed. Ability to present complex information to clients and colleagues. Dedicated to the “client first” principles of the firm, possessing uncompromising personal integrity. Ability to use appropriate IT including MS Office, as well as financial data and news systems.