The Business Development Administrator plays a vital role in supporting the firm’s growth ambitions by driving high‑quality lead generation, client outreach and pipeline management. You will help ensure prospective clients enjoy a professional, positive experience from their very first interaction, while enabling advisors to focus on delivering excellent outcomes for clients.
This is a collaborative, people‑focused role where curiosity, organisation and relationship‑building skills make a real difference.
Key Responsibilities
- Proactively identify and research prospective clients and referral opportunities using a variety of tools, platforms and approaches.
- Conduct outreach and initial conversations to build rapport, understand needs, and arrange introductions to the appropriate advisors.
- Manage inbound enquiries and referrals, ensuring timely triage and smooth, efficient handover to the right teams.
- Maintain high‑quality data and accurate records within internal systems to support transparent pipeline management.
- Produce regular activity reports and pipeline updates that inform decision‑making and support team performance.
- Provide administrative and logistical support for wider business development initiatives, including events.
- Contribute to a culture of continuous improvement by sharing insights, feedback and ideas that enhance our approach.
Qualifications & Experience
- 3 years’ experience in a client‑facing or commercially focused role; experience in wealth management is helpful but not essential.
- Background in Sales and/or Business Development with experience engaging prospective clients.
- Demonstrated ability to collaborate effectively with colleagues to grow and advance business initiatives.
Knowledge, Skills & Attributes
- Excellent communication skills, with the ability to adapt your style to different audiences.
- Strong organisational skills and the ability to manage individual opportunities while supporting broader team priorities.
- Confident and personable networker who builds trust‑based relationships with ease.
- Experience using data visualisation tools such as Tableau (preferred).
- Strong Excel skills (advanced functionality) and confidence using PowerPoint for presentations.
- Brings energy, curiosity and a genuine desire to learn, grow and contribute.
- Builds rapport with clients and colleagues through professionalism, empathy and respect.
- Resilient, positive and committed to fostering an inclusive, supportive team culture.
What We Offer:
- A collaborative, values-driven culture where integrity and client-first thinking are paramount.
- The opportunity to shape a growing service within a respected and stable firm.
At Raymond James, we:
- Put clients first – always.
- Act with integrity – doing what’s right, not what’s easy.
- Think long term – building a stable, responsible future.
- Value independence – celebrating individuality and encouraging innovation.
About Us:
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.
