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About the Role

The Intermediary Partnership Support team plays a key role in supporting the Intermediary Partnership Team and Independent Financial Adviser (IFA) partners. As an Intermediary Partnership Support Administrator, you will 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.

Responsibilities

Support the production and maintenance of business reporting and management information (MI), including performance, account, and activity reporting.
Produce performance reports, graphs, and comparative analysis to support business decision-making.
Prepare investment proposals and rate cards for Model Portfolio Service (MPS) and Tailored DFM solutions.
Distribute investment factsheets and support client-facing communications.
Coordinate the onboarding of new intermediary partners, including due diligence and Terms of Business administration.
Manage agreement renewals and ensure processes align with internal policies and regulatory requirements.
Support the novation process from initiation through to completion while maintaining accurate records and stakeholder communication.
Administer FE Analytics licences, including user allocation and ongoing management.
Support access administration across intermediary platforms and respond to platform-related queries.
Maintain CRM data accuracy and support pipeline and opportunity reporting.
Produce adviser comparison reports using industry tools such as FE Analytics and Defaqto.
Act as a point of contact for adviser and stakeholder enquiries when required.
Liaise with colleagues, advisers, and external stakeholders to provide a seamless service experience.
Identify and contribute to process improvements and operational efficiency initiatives.

Requirements

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.

Skills

Microsoft Office applications
FE Analytics
Defaqto

Education Level

GCSEs (or equivalent), including Maths and English.
Experience within financial services, wealth management, or another regulated environment (Desirable).
An industry-recognised qualification such as the Investment Operations Certificate (IOC) or Investment Advice Diploma (Desirable).

About the Company

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, and Business Management.