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Practice Intelligence Assistant

Charles Stanley & Co

London, England, United Kingdom Full time July 19, 2026

Found Description

The role requires proactive collaboration with front‑office support teams to identify opportunities for improvement, deliver training and development initiatives, and provide high‑quality practice management insights. The position operates with a high degree of autonomy and involves extensive interaction with internal stakeholders, including Wealth Managers, senior leaders, subject‑matter experts, and product providers.

Key Responsibilities:

  • Practice Intelligence programmes. Create, monitor, and refine programmes and resources that enhance branch productivity and operational efficiency.
  • Coaching & education design. Develop and evolve coaching, training, and educational content using internal expertise and external providers.
  • Wealth Manager engagement. Build strong relationships with Wealth Managers; represent the team at firm events and forums.
  • Consulting support. Partner with Wealth Managers to identify opp...
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