Administrator - Intermediary Partnerships Support

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.