At a Glance
- Tasks: Support the Intermediary Partnership Team with operational and administrative tasks.
- Company: Join a leading wealth management firm focused on client success.
- Benefits: Gain valuable experience in finance, with opportunities for growth and development.
- Other info: Perfect for those looking to kickstart their career in finance!
- Why this job: Be part of a dynamic team that makes a real impact in financial services.
- Qualifications: Organised, detail-oriented, and strong communication skills are essential.
The CIO Office partners across Raymond James Wealth Management to deliver strong client outcomes through investment research, market insights, portfolio guidance, and asset management expertise. The team is also responsible for supporting client relationships and distribution within the intermediary market.
The division is made up of three core functions:
Asset Allocation & Portfolio Management
Research
Business Management
The Intermediary Partnership Support team sits within the Business Management function and plays a key role in supporting the Intermediary Partnership Team and Independent Financial Adviser (IFA) partners.
As an Intermediary Partnership Support Administrator, you'll help deliver a high-quality service to both internal and external stakeholders, providing operational, administrative, and relationship support that enables the wider team to deliver excellent outcomes for advisers and clients.
Key responsibilities include:
- Supporting the production and maintenance of business reporting and management information (MI), including performance, account, and activity reporting.
- Producing performance reports, graphs, and comparative analysis to support business decision-making.
- Preparing investment proposals and rate cards for Model Portfolio Service (MPS) and Tailored DFM solutions.
- Distributing investment factsheets and supporting client-facing communications.
- Coordinating the onboarding of new intermediary partners, including due diligence and Terms of Business administration.
- Managing agreement renewals and ensuring processes align with internal policies and regulatory requirements.
- Supporting the novation process from initiation through to completion while maintaining accurate records and stakeholder communication.
- Administering FE Analytics licences, including user allocation and ongoing management.
- Supporting access administration across intermediary platforms and responding to platform-related queries.
- Maintaining CRM data accuracy and supporting pipeline and opportunity reporting.
- Producing adviser comparison reports using industry tools such as FE Analytics and Defaqto.
- Acting as a point of contact for adviser and stakeholder enquiries when required.
- Liaising with colleagues, advisers, and external stakeholders to provide a seamless service experience.
- Identifying and contributing to process improvements and operational efficiency initiatives.
What We're Looking For
We're interested in people who are organised, collaborative, and committed to delivering a high standard of service.
You may be a great fit if you have:
- Experience in an administrative, operations, client support, or financial services environment.
- Strong organisational skills with the ability to manage multiple priorities.
- Excellent attention to detail and a focus on accuracy.
- Strong communication and relationship-building skills.
- Confidence working with data, reports, and Microsoft Office applications.
- The ability to manage deadlines and adapt to changing priorities.
- A proactive approach with a willingness to take ownership of tasks and see them through to completion.
- A collaborative mindset and the ability to work effectively with colleagues and stakeholders at all levels.
Qualifications & Experience
Essential:
- GCSEs (or equivalent), including Maths and English.
Desirable:
- Experience within financial services, wealth management, or another regulated environment.
- An industry-recognised qualification such as the Investment Operations Certificate (IOC) or Investment Advice Diploma.
Administrator - Intermediary Partnerships Support in London employer: Charles Stanley
Raymond James Wealth Management is an exceptional employer that fosters a collaborative and supportive work culture, particularly within the Intermediary Partnerships Support team. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client outcomes. Located in a dynamic financial services environment, the company prioritises employee well-being and offers a range of resources to enhance job satisfaction and performance.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Intermediary Partnerships Support in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Charles Stanley. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator - Intermediary Partnerships Support in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Charles Stanley.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Charles Stanley's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Charles Stanley
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Charles Stanley.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Charles Stanley will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Charles Stanley employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
