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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Administrator - Intermediary Partnerships Support - **Company:** Charles Stanley - **Location:** London, UK - **Contract:** Permanent contract - **Skills:** Data Analysis, Customer Data Management, Microsoft Office - **Published:** August 25, 2026 - **Apply:** https://uk.indeed.com/viewjob?jk=c56bcdfcdaf67382 ## About the Role We're interested in people who are organised, collaborative, and committed to delivering a high standard of service., * 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. ## Description 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., * 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. ## Related Videos - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [API Platform: From Rest & GraphQL APIs to state-of-the-art standards in seconds](https://www.wearedevelopers.com/videos/1968-api-platform-from-rest-graphql-apis-to-state-of-the-art-standards-in-seconds) - [Beyond Gut Feelings: The Rise of Data-Driven HR](https://www.wearedevelopers.com/videos/1326-beyond-gut-feelings-the-rise-of-data-driven-hr) - [Data Science on Software Data](https://www.wearedevelopers.com/videos/162-data-science-on-software-data) - [AI Vector Search at Scale - Ewa Szyszka - Ewa Szyszka](https://www.wearedevelopers.com/videos/2161-ai-vector-search-at-scale-ewa-szyszka-ewa-szyszka) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [UK Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/326-uk-business-culture-and-etiquette) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [The Best Co-Working Spaces in London](https://www.wearedevelopers.com/magazine/296-the-best-co-working-spaces-in-london) - [Average Salary in London](https://www.wearedevelopers.com/magazine/280-average-salary-in-london) - [Guide for Expats Living in the UK](https://www.wearedevelopers.com/magazine/355-guide-for-expats-living-in-the-uk)