Charles Stanley
Practice Intelligence Assistant
London
Posted about 22 hours ago
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Role Overview
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.
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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.
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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.
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Skills
Wealth Management Operations
Business Process Analysis
Financial Markets Knowledge
Microsoft PowerPoint
Professional Resilience
Programme Development
Problem Solving
Communication
Collaboration
Autonomy
Interpersonal Effectiveness
Research Capability
Project Management
Reporting
Coaching
Stakeholder Management
Location