# Practice Intelligence Assistant [Raymond James](https://www.jorb.ai/firms/raymond-james.md) · London · United Kingdom · [Operations](https://www.jorb.ai/jobs/operations.md) Raymond James is hiring a Practice Intelligence Assistant in London. Posted 2026-07-09; applications close 2026-09-07. **Apply**: https://hdfg.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/888 Posted 1d ago. ## Role details ## 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. ## Applying to this role This Practice Intelligence Assistant role at Raymond James runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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