Intermediary Partnerships Operations Administrator

Raymond James UK; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

Raymond James UK is seeking an Intermediary Partnership Support Administrator to provide operational, administrative, and relationship support to the Intermediary Partnership Team and IFAs. You will help deliver a high-quality service to internal and external stakeholders, manage reporting, onboarding, compliance, licences, and CRM data, enabling advisers and clients to achieve strong outcomes.

Ideal candidates are organized, collaborative, with experience in financial services, capable of

Qualifications

• GCSEs (Maths and English) or equivalent.
• Experience in financial services, wealth management, or a regulated environment.
• Industry qualification such as IOC or Investment Advice Diploma.

Responsibilities

• Support the production and maintenance of MI and performance reporting.
• Produce performance reports, graphs and comparative analyses.
• Prepare investment proposals and rate cards for MPS and Tailored DFM solutions.
• Distribute investment factsheets and client communications.
• Coordinate onboarding of new intermediary partners, including due diligence.
• Manage agreement renewals and ensure regulatory-aligned processes.
• Support novation processes from initiation to completion.
• Administer FE Analytics licences and user allocations.
• Support access administration across intermediary platforms.
• Maintain CRM data accuracy and support pipeline reporting.
• Produce adviser comparison reports using FE Analytics and Defaqto.
• Act as point of contact for adviser and stakeholder enquiries.
• Liaise with advisers and colleagues to provide seamless service.
• Identify and contribute to process improvements and efficiency.

Skills

Organised

Collaborative

Attention to detail

Data handling

Microsoft Office

Education

GCSEs including Maths and English

IOC or Investment Advice Diploma

Tools

FE Analytics

Defaqto

CRM systems

Job description

Raymond James UK is seeking an Intermediary Partnership Support Administrator to provide operational, administrative, and relationship support to the Intermediary Partnership Team and IFAs. You will help deliver a high-quality service to internal and external stakeholders, manage reporting, onboarding, compliance, licences, and CRM data, enabling advisers and clients to achieve strong outcomes.

Ideal candidates are organized, collaborative, with experience in financial services, capable of