Practice Intelligence Assistant

Role Summary

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.