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:
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
- GCSEs (or equivalent), including Maths and English.
- 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.
What We Offer:
- A collaborative, values-driven culture where integrity and client-first thinking are paramount.
- The opportunity to shape a growing service within a respected and stable firm.
At Raymond James, we:
- Put clients first – always.
- Act with integrity – doing what’s right, not what’s easy.
- Think long term – building a stable, responsible future.
- Value independence – celebrating individuality and encouraging innovation.
About Us:
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.
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Administrator - Intermediary Partnerships Support employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
