This role is offered as an initial 12 Month Fixed-Term Contract (FTC).
We are seeking a detail-oriented professional to support the maintenance, application, and creation of management fees, IFA payments, administration charges, and Financial Planning fees.
This role is responsible for ensuring accurate application of fee structures, maintaining client service levels, and supporting operational efficiency across client accounts.
Key Areas of Responsibility
Managed Account Inception:
Service Level Changes:
Daily Procedures:
Half-Yearly Administration Plan Charges:
Qualifications & Experience
Knowledge & Skills
Our Values
Governance
This role sits within the First Line of Defence, responsible for identifying, assessing, and mitigating risks within the business area.
Our Commitment
At Raymond James, we uphold the highest standards of integrity, professionalism, and ethical conduct in line with FCA expectations. All employees are expected to act with transparency, accountability, and fairness, always putting clients first and supporting trust in the financial system.
We are proud to be an equal opportunities employer and are committed to building a diverse and inclusive workplace where everyone is treated fairly and with respect.
Fees Administrator (FTC) • Chelmsford, Essex, United Kingdom
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