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with Charles Stanley Wealth Managers

City of London | September 2023 intake

We're working with Charles Stanley to offer Paid Apprenticeships in London, starting in September 2023. If you'll be aged 18 or above by September 2023, this opportunity is for you.

This is an 18-24-month apprenticeship programme in Liverpool Street, at the heart of the City of London. The programme combines formal study with on-the-job learning and training. At the end of the programme, you may be offered a permanent position with Charles Stanley. 

You can register your interest by completing the short form below (takes 2 minutes).

About the company

Charles Stanley is one of the UK’s leading Wealth Management firms, providing its clients with tailored advice and solutions at every stage of their financial journey.  The company was founded in 1792, with over 750 employees across the UK.

Charles Stanley is part of the Raymond James Financial, Inc. group of companies. Raymond James Financial, Inc. (NYSE: RJF), is included in the S&P 500 and is a Fortune 500 company.

About you

You don’t need to have any previous work experience for these roles. What we are looking for from you is commitment, a desire to learn and a willingness to contribute.


You will need to have the following:

  • A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths.

  • A willingness to learn and to develop new skills.

  • A professional, methodical, and organised approach, with good time management.

  • Good attention to detail particularly with written information.

  • Strong interpersonal and communication skills, with the confidence to challenge when appropriate.

  • A good working knowledge of MS Office, in particular Excel, Word and Outlook.

The application process

Once you've applied below and your information has been reviewed, you may be called to record a solo-video interview online. This involves answering some questions about yourself and why you want the role. If successful, you will then be called to an in-person interview at Charles Stanley's office.

Start your Apprenticeship journey today

Deadline to apply 10 July 2023

Being an apprentice

The Answers You Need

  • You will study for the Level 3 Investment Operations Certificate (Chartered Institute of Securities & Investments). Your studies will be fully funded by Charles Stanley, and you will be given one day per week to focus on your studies.

  • Throughout the programme you will have the support of your line manager, Charles Stanley’s Learning & Development team, and a dedicated mentor from your team.

Middle Office Apprentice job description

  • The opportunity to gain a professional financial services administration and operations qualification.

  • Potential future progression within Charles Stanley.

  • A competitive salary with highly attractive benefits (25 days holiday, pension, medical insurance, gym membership, season ticket loan etc.).

What's in it for you as a Middle Office Apprentice?

Financial Planning Apprentice

Financial Services Administrator | London | 18 months


Qualification: Introduction to Securities and Investments (1 exam)

CASS Apprentice

Investment Operations Technician | London/Chelmsford | 24 months

Qualification: IOC (3 exams)

Middle Office Apprentice

Middle Office Apprentice | London | 24 months

Qualification: IOC (3 exams)

The opportunities

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