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  • Asset Allocation Analyst  

    - London
    Are you passionate about shaping investment strategy in a multi-asset... Read More
    Are you passionate about shaping investment strategy in a multi-asset context? Do you thrive in a collaborative, intellectually rigorous environment? We’re looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance through insightful macro analysis, innovative asset allocation, and client-focused investment solutions.What You’ll DoAs an Asset Allocation Analyst, you’ll play a pivotal role in delivering high-quality investment services across multiple products. You’ll work closely with internal teams and external stakeholders to develop and communicate actionable investment ideas.Key responsibilities include:Collaborating with stakeholders to deliver a cohesive global investment and economic outlookSupporting strategic asset allocation using quantitative models and qualitative insightsPresenting investment themes and ideas to drive portfolio decisionsConducting targeted macroeconomic and market researchEngaging in client presentations, webinars, and strategic discussionsSupporting portfolio managers in construction and documentationPromoting a strong compliance culture and adhering to regulatory standardsWhat You’ll BringWe’re seeking a candidate with:A university degree (or equivalent) and CFA Level 1 (or equivalent)3+ years of experience in investment strategy, portfolio management, and asset allocationProven expertise in multi-asset investment productsUnderstanding of, and/or experience in, integrating AI tools into a central investment processStrong analytical skills and the ability to create and maintain quantitative modelsExcellent communication and presentation abilitiesA collaborative mindset and intellectual curiosityDeep understanding of financial services regulations and complianceWhy Join Us?You’ll be part of a respected investment team that values integrity, innovation, and putting clients first. We offer a dynamic environment where your insights will shape investment outcomes, and your growth will be supported every step of the way.Full timePosting Date: 2026-02-19 Read Less
  • Practice Intelligence Consultant  

    - London
    The role requires proactive collaboration with front‑office support te... Read More
    The role requires proactive collaboration with front‑office support teams to identify opportunities for improvement, deliver training and development initiatives, and provide high‑quality practice management insights. The position operates with a high degree of autonomy and involves extensive interaction with internal stakeholders, including Wealth Managers, senior leaders, subject‑matter experts, and product providers.Key Responsibilities:Practice Intelligence programmes. Create, monitor, and refine programmes and resources that enhance branch productivity and operational efficiency.Coaching & education design. Develop and evolve coaching, training, and educational content using internal expertise and external providers.Wealth Manager engagement. Build strong relationships with Wealth Managers; represent the team at firm events and forums.Consulting support. Partner with Wealth Managers to identify opportunities to improve efficiency, revenue generation, and long‑term business resilience.Product provider collaboration. Maintain relationships with UK product providers to source relevant and high‑quality content.US Practice Intelligence alignment. Stay current with the Raymond James Practice Intelligence model and adapt resources for the UK market.Event & content management. Oversee the Practice Intelligence event calendar; support the delivery of bulletins, webinars, and other communications.Industry trend monitoring. Track market, regulatory, and industry developments to ensure resources remain relevant and forward‑looking.Project & reporting management. Develop project plans, reporting frameworks, surveys, summaries, and written recommendations.Cross‑functional collaboration. Build effective working relationships across all levels of the organisation.Documentation & analysis. Produce high‑quality correspondence, reports, presentations, spreadsheets, and databases.Presentation delivery. Prepare and deliver clear, engaging, and professional presentations to internal audiences.Operational delivery. Ensure all initiatives are delivered on time and within budget.Skills & Competencies:Wealth management operations. Strong understanding of Wealth Manager workflows, technology, and operational processes.Business process analysis. Ability to analyse, interpret, and improve business processes.Financial markets knowledge. Solid understanding of financial markets, investment products, and advice models.Technical proficiency. Strong command of Microsoft Office, especially PowerPoint.Professional resilience. Ability to remain calm, professional, and service‑oriented under pressure.Teamwork & independence. Comfortable working autonomously while also contributing effectively within a team.Experience & Qualifications:Degree‑level education (preferred).Business coaching qualification such as EMCC, ICF, or AC (preferred).Experience within the UK wealth management or financial advice sector.Attributes:Research capability. Skilled at sourcing, evaluating, and synthesising content from internal and external sources.Industry insight. Strong understanding of wealth management, investment management, and financial planning.Programme development. Ability to design and track initiatives that improve productivity and efficiency.Problem‑solving. Creative and analytical approach to complex tasks.Communication excellence. Confident communicator across all levels of the organisation.Collaboration. Effective at working with front‑office support teams to identify and resolve issues.Autonomy. Comfortable making decisions with significant latitude.Interpersonal effectiveness. Skilled at engaging with senior management and subject‑matter experts.Training & Development Support:Support to obtain a business coaching qualification (EMCC, ICF, AC).Support to obtain CISI / CII Level 4 qualifications.Training to understand the unique needs of Raymond James Wealth Managers.Training on Practice Intelligence US tools and related resources.Full timePosting Date: 2026-07-09 Read Less
  • Partnerships Executive  

    - London
    Profile: We’re looking for a relationship‑focused, proactive professi... Read More
    Profile: We’re looking for a relationship‑focused, proactive professional to help strengthen and grow our partnerships with intermediary clients. In this role, you’ll engage with advisory firms of all sizes  from small independents to national networks, using a blend of remote, virtual, and group‑based strategies. You’ll play a key part in deepening relationships, delivering tailored presentations, and positioning Raymond James WM as a trusted partner across our full proposition suite.If you enjoy building meaningful connections, delivering compelling content, and working collaboratively to drive commercial success, this role offers the opportunity to make a real impact.What You’ll Be Doing:Driving business growth by delivering agreed revenue and AUM targets through strategic client engagement.Building strong relationships with high‑value IFAs through virtual meetings, webinars, and group presentations.Coordinating and hosting sessions with subject matter experts to deepen client understanding and strengthen partnerships.Working closely with Client Directors to deliver a coordinated adviser contact strategy and share valuable client insights.Identifying and prioritising IFAs for enhanced engagement and partnership development.Aligning with national campaigns and initiatives, providing feedback to marketing on lead‑generation performance.Using CRM and MI data to plan targeted engagement strategies and track progress.Representing RJWM as a leading, client‑centred wealth management partner.Supporting the Client Directors’ annual event programme to showcase new propositions and build community and loyalty.What You’ll Bring:Proven success in strategic business development and client engagement.Experience delivering virtual and group presentations to professional audiences.Strong understanding of the IFA market and discretionary fund management.Skills That Will Help You Succeed:Exceptional communication skills — both virtual and in‑person.Ability to coordinate subject matter experts and deliver engaging, tailored content.Highly organised, proactive, and collaborative approach to working with colleagues and clients.Why Join Us?You’ll be part of a supportive, forward‑thinking team that values collaboration, innovation, and client outcomes. This role offers the chance to build influential relationships, shape engagement strategies, and contribute to the continued growth of RJWM’s intermediary proposition.At Raymond James, we uphold the highest standards of integrity, professionalism, and ethical conduct in line with FCA expectations. All employees are expected to demonstrate behaviours that support a culture of transparency, accountability, and fairness. This includes acting with honesty, treating clients and colleagues with respect, and consistently making decisions that reflect the best interests of customers and the integrity of the financial system. Adherence to the FCA’s Conduct Rules is not only a regulatory requirement but a core part of our commitment to maintaining trust and confidence in the markets we serve.Full timePosting Date: 2026-06-26 Read Less
  • Manager, Command Centre & Incident Management  

    - Charing Cross
    We're looking for an experienced and people‐centred Manager, Command C... Read More
    We're looking for an experienced and people‐centred Manager, Command Centre & Incident Management to lead our UK Command Centre team.

    Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.

    In this pivotal role, you'll guide technical specialists through high‐priority incidents, ensure rapid service recovery, and communicate clearly with stakeholders at every level, including senior and executive leadership.If you thrive in fast‐paced environments, enjoy solving complex problems, and excel at bringing people together during critical moments, this role offers the opportunity to make a meaningful impact across the organisation.What You'll Be Doing:As the UK lead for the Command Centre, you'll oversee a team responsible for supporting and restoring complex enterprise technology services.

    You'll combine technical understanding with strong leadership, communication and decision‐making skills.Team leadership — Lead a high‐performing team that acts as the central point of contact for major systems with firm‐wide impact.Incident recovery — Drive the recovery of key technology platforms during service disruptions or outages, ensuring timely and effective resolution.Cross‐functional collaboration — Work closely with internal customers, technology teams and vendors to identify, analyse and resolve system issues.Technical assessment — Apply domain expertise to monitor, assess and evaluate processes, data and system performance.Solution design — Ensure IT solutions meet business needs while maintaining a pragmatic, integrated approach to technical design.Bridge call leadership — Instigate and chair technical and management bridge calls, assign tasks, and provide clear, timely reporting.Executive communication — Deliver concise, accurate incident communications to broad audiences, including senior leadership.High‐priority incident guidance — Confidently guide critical incidents to resolution, making informed decisions under pressure when required.Infrastructure updates — Provide clear updates on ongoing issues and actions during management bridges.Enterprise‐wide thinking — Ensure departmental IT requests align with end‐to‐end process and data integration.Incident analytics — Analyse incident trends, frequency, duration and resolution rates to support continuous improvement.Accountability for service restoration — Serve as the single point of accountability during incident management situations.Project leadership — Lead projects to successful completion, meeting business, budget and strategic objectives.Strategic influence — Influence technology project prioritisation and structure to support business goals and manage risk.Workforce management — Support accurate capacity planning across internal and external resources.Continuous learning — Stay current with key technology, business and industry trends.Other responsibilities as required.This role may involve non‐standard shift patterns, including nights, weekends and participation in an on‐call rotation.What You'll Bring:We welcome applicants from all backgrounds who can demonstrate strong leadership, technical understanding and a commitment to collaborative problem‐solving.Qualifications & ExperienceBachelor's degree in MIS, Computer Science, Business or a related field — or equivalent experience.Experience in project management, enterprise implementation, leadership, strategic planning, application development or similar areas.Financial services experience is beneficial but not essential.Knowledge & Skills:Ability to attract, develop and retain talented individuals, building a cohesive and motivated team.Strong coaching, feedback and empowerment skills to help others grow.Ability to create an environment of trust where people can perform at their best.Excellent relationship‐building skills, with a focus on enhancing the customer experience.Customer‐centric mindset when making decisions or designing solutions.Ability to build strategic partnerships and collaborate across the organisation.Clear, confident communication that promotes openness and trust.Ability to drive innovation, support organisational change and encourage new approaches.Strong focus on performance, accountability and delivering measurable results.Ability to align resources, processes and communication to achieve strategic priorities.Commitment to high standards, continuous improvement and positive business outcomes.Why Join Us?You'll be stepping into a role where your leadership directly influences service stability, customer experience and organisational resilience. xrexnqw

    We offer a supportive environment, opportunities for professional growth and the chance to shape how we respond to critical technology challenges.Full timePosting Date: 2026-06-16 Read Less
  • Analyst – Investment Operations  

    - Greater London
    About the Role:We're looking for an Investment Operations Analyst to j... Read More
    About the Role:We're looking for an Investment Operations Analyst to join our CIO Office and play a key role in supporting the delivery of high-quality investment solutions and services.The CIO Office partners across Raymond James Wealth Management to help deliver positive client outcomes through investment research, market insights, portfolio management expertise and asset management capabilities. The team is responsible for supporting both clients and adviser relationships across the wealth management business.As part of the Investment Operations team, you'll help ensure the smooth and effective running of a wide range of investment services and operational processes. You'll work closely with colleagues across Portfolio Management, Research and Business Management, providing operational support, governance oversight and process improvement initiatives that enable investment professionals to focus on delivering value for clients.This is an excellent opportunity for someone with investment operations or financial services experience who is looking to broaden their knowledge of investments, gain exposure to a variety of business areas and contribute to ongoing operational excellence.What You'll Be Doing:In this varied role, you will:Manage end-to-end operational processes, including client onboarding, suitability review administration, fiduciary reporting, third-party platform oversight and holdings reconciliations.Support the day-to-day activities of the Investment Operations team, identifying opportunities to improve processes, controls and operational efficiency.Maintain and rebalance model portfolios across multiple third-party platforms, ensuring activities are completed accurately, within agreed timeframes and in line with established controls.Produce monthly and quarterly investment factsheets, ensuring information is accurate, consistent and delivered on schedule.Build strong relationships with colleagues and stakeholders across the business, helping to identify ways operational support can continue to add value.Work collaboratively with internal teams to ensure transactions are processed, recorded and reported accurately and efficiently.Support the production of regular and ad hoc reporting, including valuation, holdings and performance-related data.Help maintain robust governance, compliance and risk management standards across all operational activities.Ensure operational procedures and documentation remain accurate, up to date and aligned with regulatory requirements.Maintain clear and accurate records in accordance with company policies and regulatory obligations.Explore opportunities to leverage automation, technology and AI solutions to enhance operational effectiveness and improve the colleague and client experience.What We're Looking For:Experience & QualificationsWe're interested in hearing from people who can demonstrate some or all of the following:Experience within investment operations, client administration or investment support in a regulated financial services environment.A minimum of two years' relevant professional experience.Progress towards the Investment Operations Certificate (IOC) or an equivalent qualification would be beneficial.A-Level qualifications or equivalent experience.Good working knowledge of Microsoft Excel, including data analysis and management.A track record of delivering accurate, high-quality work in a deadline-driven environment.Knowledge & Skills:You'll be successful in this role if you have:Strong communication and relationship-building skills, with the ability to work effectively with a range of stakeholders.Knowledge of investment products, asset classes and investment administration processes.An understanding of performance measurement and reporting principles.The ability to analyse, interpret and manage data from multiple sources to produce meaningful information and reports.Strong organisational skills and the ability to manage competing priorities.A continuous improvement mindset with the confidence to suggest new ideas and challenge existing processes constructively.Awareness of governance, risk and regulatory requirements within financial services.An interest in financial markets and a desire to continue developing your investment knowledge.A proactive, adaptable and collaborative approach to work.Experience using Bloomberg would be advantageous, but is not essential.Full timePosting Date: 2026-08-14 Read Less
  • Administrator – Client Onboarding (FTC)  

    - Greater London
    About the Role:We're looking for a Client Data Onboarding Administrato... Read More
    About the Role:We're looking for a Client Data Onboarding Administrator to join our Wealth Management team.This is an important role that sits at the heart of the client onboarding journey, helping to ensure that client information is accurate, secure and maintained to the highest standards. You'll play a key role in delivering a positive client experience by supporting the setup and maintenance of client accounts while ensuring robust controls and data governance are maintained across the business.Working as part of the Client Data team, you'll collaborate with colleagues across operations, onboarding and client-facing teams to help deliver efficient processes and outstanding service.This opportunity would suit someone who enjoys working with detail, takes pride in producing accurate work and is looking to develop a long-term career within financial services.What You'll Be Doing:In this role, you will:Accurately set up and maintain client records for Wealth Management accounts, ensuring data quality and accuracy throughout the client lifecycle.Review and validate client documentation to support timely and compliant account opening.Conduct quality assurance checks on data entered by colleagues, helping to maintain high standards and reduce operational risk.Act as a key point of contact for internal queries relating to client accounts and data management processes.Manage team inboxes and departmental telephone enquiries, responding professionally and efficiently.Work closely with colleagues across the business to resolve data-related issues and identify opportunities to improve processes.Monitor for potential data risks, control weaknesses and process inefficiencies, escalating concerns where appropriate.Support fraud prevention efforts by identifying and escalating unusual or potentially suspicious requests.Contribute to continuous improvement initiatives, helping to enhance the effectiveness and efficiency of team processes.Participate in system testing and change projects to ensure client data processes remain robust, accurate and fit for purpose.What We're Looking For: Experience & QualificationsWe're interested in hearing from candidates who can demonstrate some or all of the following:Experience in an administration, operations, customer service or data-focused role.Experience within financial services or another regulated environment would be beneficial, but is not essential.A strong interest in developing a career within wealth management or financial services.Experience working with high volumes of information and maintaining excellent levels of accuracy.Knowledge & Skills:You'll be successful in this role if you have:Exceptional attention to detail and a commitment to maintaining accurate data.Strong organisational skills, with the ability to manage multiple priorities and deadlines.Clear and professional communication skills, both written and verbal.A proactive approach and the confidence to take ownership of tasks and responsibilities.Strong problem-solving abilities and a mindset focused on continuous improvement.High levels of integrity and an appreciation of risk, governance and compliance responsibilities.A collaborative approach and the ability to build positive relationships with a variety of stakeholders.Good working knowledge of Microsoft Office applications, particularly Excel, Word and Outlook.The ability to learn new systems quickly and work confidently across multiple platforms and databases.Full timePosting Date: 2026-08-14 Read Less
  • We’re looking for an experienced and people‑centred Manager, Command C... Read More
    We’re looking for an experienced and people‑centred Manager, Command Centre & Incident Management to lead our UK Command Centre team. In this pivotal role, you’ll guide technical specialists through high‑priority incidents, ensure rapid service recovery, and communicate clearly with stakeholders at every level, including senior and executive leadership.If you thrive in fast‑paced environments, enjoy solving complex problems, and excel at bringing people together during critical moments, this role offers the opportunity to make a meaningful impact across the organisation.What You’ll Be Doing:As the UK lead for the Command Centre, you’ll oversee a team responsible for supporting and restoring complex enterprise technology services. You’ll combine technical understanding with strong leadership, communication and decision‑making skills.Team leadership — Lead a high‑performing team that acts as the central point of contact for major systems with firm‑wide impact.Incident recovery — Drive the recovery of key technology platforms during service disruptions or outages, ensuring timely and effective resolution.Cross‑functional collaboration — Work closely with internal customers, technology teams and vendors to identify, analyse and resolve system issues.Technical assessment — Apply domain expertise to monitor, assess and evaluate processes, data and system performance.Solution design — Ensure IT solutions meet business needs while maintaining a pragmatic, integrated approach to technical design.Bridge call leadership — Instigate and chair technical and management bridge calls, assign tasks, and provide clear, timely reporting.Executive communication — Deliver concise, accurate incident communications to broad audiences, including senior leadership.High‑priority incident guidance — Confidently guide critical incidents to resolution, making informed decisions under pressure when required.Infrastructure updates — Provide clear updates on ongoing issues and actions during management bridges.Enterprise‑wide thinking — Ensure departmental IT requests align with end‑to‑end process and data integration.Incident analytics — Analyse incident trends, frequency, duration and resolution rates to support continuous improvement.Accountability for service restoration — Serve as the single point of accountability during incident management situations.Project leadership — Lead projects to successful completion, meeting business, budget and strategic objectives.Strategic influence — Influence technology project prioritisation and structure to support business goals and manage risk.Workforce management — Support accurate capacity planning across internal and external resources.Continuous learning — Stay current with key technology, business and industry trends.Other responsibilities as required.This role may involve non‑standard shift patterns, including nights, weekends and participation in an on‑call rotation.What You’ll Bring:We welcome applicants from all backgrounds who can demonstrate strong leadership, technical understanding and a commitment to collaborative problem‑solving.Qualifications & ExperienceBachelor’s degree in MIS, Computer Science, Business or a related field — or equivalent experience.Experience in project management, enterprise implementation, leadership, strategic planning, application development or similar areas.Financial services experience is beneficial but not essential.Knowledge & Skills:Ability to attract, develop and retain talented individuals, building a cohesive and motivated team.Strong coaching, feedback and empowerment skills to help others grow.Ability to create an environment of trust where people can perform at their best.Excellent relationship‑building skills, with a focus on enhancing the customer experience.Customer‑centric mindset when making decisions or designing solutions.Ability to build strategic partnerships and collaborate across the organisation.Clear, confident communication that promotes openness and trust.Ability to drive innovation, support organisational change and encourage new approaches.Strong focus on performance, accountability and delivering measurable results.Ability to align resources, processes and communication to achieve strategic priorities.Commitment to high standards, continuous improvement and positive business outcomes.Why Join Us?You’ll be stepping into a role where your leadership directly influences service stability, customer experience and organisational resilience. We offer a supportive environment, opportunities for professional growth and the chance to shape how we respond to critical technology challenges.Full timePosting Date: 2026-06-16 Read Less
  • Recruitment Manager  

    - London
    About the RoleAt Raymond James, our people are at the heart of our suc... Read More
    About the RoleAt Raymond James, our people are at the heart of our success. We are seeking an experienced and driven Recruitment Manager to play a key role in attracting high-calibre Wealth Managers to our growing business.In this role, you will be responsible for identifying, engaging, and onboarding experienced Financial Advisers, Financial Planners, Investment Managers, and wealth management businesses across our affiliation models. You will build strong relationships within the industry, present the Raymond James proposition to prospective recruits, and guide candidates through the entire recruitment journey—from initial engagement through to sign-up.This is an exciting opportunity for a recruitment professional with a strong network and deep understanding of the UK wealth management market to make a significant impact on the growth of our business.Key ResponsibilitiesBuild and maintain a strong pipeline of prospective recruits, including both experienced professionals and new entrants to the industry.Identify, engage, and develop relationships with Financial Advisers, Financial Planners, Investment Managers, and business owners.Manage the end-to-end recruitment process, guiding prospects from initial contact through assessment, offer, and onboarding.Work closely with internal stakeholders to maximise introductions, referrals, and recruitment opportunities.Arrange and deliver compelling presentations on the Raymond James proposition to prospective recruits and businesses.Assess prospect suitability in line with regulatory requirements, Consumer Duty principles, and business objectives.Effectively manage objections, negotiate opportunities, and secure signed agreements.Provide market insights and recommendations to enhance our recruitment proposition and competitive positioning.Maintain accurate records of all recruitment activity and prospect data.Represent Raymond James at industry events, conferences, and networking opportunities.Support senior leadership with strategic recruitment initiatives and business development projects.Ensure all recruitment activities are conducted in line with Raymond James policies, procedures, and regulatory requirements.About YouYou are a confident relationship-builder with a proven track record of recruiting within the UK Financial Services sector. You bring both commercial awareness and industry expertise, enabling you to build credibility with senior wealth management professionals and business owners.Essential ExperienceProven recruitment experience within the UK Financial Services industry.Strong understanding of Wealth Management, Investment Management, and Financial Planning markets.Experience engaging with senior-level professionals, advisers, and business owners.Demonstrated success in managing a recruitment pipeline and delivering against targets.Preferred QualificationsDegree-level education or relevant professional qualification.Knowledge of the UK regulatory environment within Wealth Management and Financial Advice.Skills and AttributesWe are looking for someone who is:A strong influencer and skilled negotiator.Commercially minded and results-focused.Highly organised with excellent attention to detail.Proactive, resilient, and adaptable in a fast-paced environment.Passionate about Financial Services and relationship-led recruitment.An excellent communicator with strong presentation and interpersonal skills.Able to manage multiple priorities and consistently meet deadlines.Comfortable working independently while collaborating effectively with stakeholders across the business.Why Join Raymond James?At Raymond James, we pride ourselves on providing an environment where talented professionals can thrive. You'll join a respected wealth management firm with a strong reputation, a supportive culture, and ambitious growth plans. This role offers the opportunity to build meaningful industry relationships, influence business growth, and make a lasting impact on the future of our organisation.Full timePosting Date: 2026-06-30 Read Less
  • Analyst – Investment Operations  

    - London
    About the Role:We're looking for an Investment Operations Analyst to j... Read More
    About the Role:We're looking for an Investment Operations Analyst to join our CIO Office and play a key role in supporting the delivery of high-quality investment solutions and services.The CIO Office partners across Raymond James Wealth Management to help deliver positive client outcomes through investment research, market insights, portfolio management expertise and asset management capabilities. The team is responsible for supporting both clients and adviser relationships across the wealth management business.As part of the Investment Operations team, you'll help ensure the smooth and effective running of a wide range of investment services and operational processes. You'll work closely with colleagues across Portfolio Management, Research and Business Management, providing operational support, governance oversight and process improvement initiatives that enable investment professionals to focus on delivering value for clients.This is an excellent opportunity for someone with investment operations or financial services experience who is looking to broaden their knowledge of investments, gain exposure to a variety of business areas and contribute to ongoing operational excellence.What You'll Be Doing:In this varied role, you will:Manage end-to-end operational processes, including client onboarding, suitability review administration, fiduciary reporting, third-party platform oversight and holdings reconciliations.Support the day-to-day activities of the Investment Operations team, identifying opportunities to improve processes, controls and operational efficiency.Maintain and rebalance model portfolios across multiple third-party platforms, ensuring activities are completed accurately, within agreed timeframes and in line with established controls.Produce monthly and quarterly investment factsheets, ensuring information is accurate, consistent and delivered on schedule.Build strong relationships with colleagues and stakeholders across the business, helping to identify ways operational support can continue to add value.Work collaboratively with internal teams to ensure transactions are processed, recorded and reported accurately and efficiently.Support the production of regular and ad hoc reporting, including valuation, holdings and performance-related data.Help maintain robust governance, compliance and risk management standards across all operational activities.Ensure operational procedures and documentation remain accurate, up to date and aligned with regulatory requirements.Maintain clear and accurate records in accordance with company policies and regulatory obligations.Explore opportunities to leverage automation, technology and AI solutions to enhance operational effectiveness and improve the colleague and client experience.What We're Looking For:Experience & QualificationsWe're interested in hearing from people who can demonstrate some or all of the following:Experience within investment operations, client administration or investment support in a regulated financial services environment.A minimum of two years' relevant professional experience.Progress towards the Investment Operations Certificate (IOC) or an equivalent qualification would be beneficial.A-Level qualifications or equivalent experience.Good working knowledge of Microsoft Excel, including data analysis and management.A track record of delivering accurate, high-quality work in a deadline-driven environment.Knowledge & Skills:You'll be successful in this role if you have:Strong communication and relationship-building skills, with the ability to work effectively with a range of stakeholders.Knowledge of investment products, asset classes and investment administration processes.An understanding of performance measurement and reporting principles.The ability to analyse, interpret and manage data from multiple sources to produce meaningful information and reports.Strong organisational skills and the ability to manage competing priorities.A continuous improvement mindset with the confidence to suggest new ideas and challenge existing processes constructively.Awareness of governance, risk and regulatory requirements within financial services.An interest in financial markets and a desire to continue developing your investment knowledge.A proactive, adaptable and collaborative approach to work.Experience using Bloomberg would be advantageous, but is not essential.Full timePosting Date: 2026-08-14 Read Less
  • Role PurposeThe Practice Management Business Partner empowers Wealth M... Read More
    Role PurposeThe Practice Management Business Partner empowers Wealth Managers and their teams to build more efficient, scalable, and client‑centric practices. The role blends business coaching, practice development, and Wealth Manager enablement, delivering both group learning and tailored one‑to‑one coaching. The focus is on helping Wealth Managers grow sustainably through improved marketing, client experience, operational discipline, and strategic planning.Core ResponsibilitiesWealth Manager Coaching: Deliver structured and ad‑hoc coaching to Wealth Managers, branch teams, and leadership, support strategic business planning, client experience, growth strategies and succession planning.Advanced Practice Development: Provide high‑level coaching to top‑performing advisers and their teams, focusing on scale, efficiency, and long‑term business value.Training Delivery: Facilitate workshops, group programmes, and development sessions using Practice Intelligence tools and external best‑practice frameworks.Practice Assessments: Conduct structured reviews of adviser practices, identifying gaps in marketing, client service, operations, and team structure.Content & Programme Development: Contribute to the creation and refinement of coaching materials, toolkits, and learning resources.Branch & Leadership Collaboration: Partner with Divisional Directors, Branch Supervision, Marketing and leadership teams to diagnose development needs and design targeted interventions.Performance Support: Provide feedback, track progress, and support advisers in achieving business‑plan milestones and professional‑development goals.Event Representation: Represent the Practice Intelligence function at conferences, regional meetings, and adviser development events.Skills & CompetenciesCoaching Expertise: Strong background in business coaching, practice management, or adviser development.Facilitation & Presentation: Confident delivering workshops, training sessions, and keynote‑style presentations.Practice Management Knowledge: Understanding of the wealth manager journey, client‑service models, marketing approaches, and operational structures.Analytical Thinking: Ability to assess wealth manager practices, identify opportunities, and recommend actionable improvements.Relationship Building: High emotional intelligence, strong communication skills, and the ability to influence without authority.Adaptability: Comfortable working in a fast‑paced environment with diverse adviser personalities and business models.Experience & QualificationsExperience in wealth management, financial advice, or professional‑services coaching.Experience delivering training, consulting, or adviser‑development programmes.Business coaching qualification (e.g., EMCC, ICF, AC) (preferred).Degree or equivalent level education (preferred).Personal AttributesAuthentic and credible, with a coaching style that builds trust quickly.Strategic thinker able to translate insights into practical, adviser‑friendly actions.Motivational communicator who inspires advisers to adopt new behaviours.Ethical, professional, and client‑centric in approach.Training & Support ProvidedFull training on Practice Intelligence tools, frameworks, and methodologies.Support toward coaching qualifications and ongoing professional development.Access to internal and external best‑practice resources to enhance coaching capability.Full timePosting Date: 2026-06-29 Read Less

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