Raymond James UK Tech Stack

UK wealth management platform serving independent financial advisors

Investment Management London, London 201–500 employees Founded 2001 Public Company

Raymond James UK operates a UK-based wealth management platform supporting over 100 independent practices. The tech stack is heavily weighted toward Microsoft enterprise tools (Dynamics 365, Power Platform, Power BI) and financial infrastructure (Bloomberg, FactSet, Aladdin, Calastone), reflecting a mature compliance-driven operation. Current hiring velocity is accelerating across finance and operations roles, while active projects center on regulatory implementation (SMCR, advice standards) and client infrastructure—signaling prioritization of regulatory readiness and advisor-platform integration over product innovation.

Tech Stack 22 technologies

Core StackDynamics 365 Power Platform Power Automate Power BI Power Apps Confluence Jira Tableau Power Query Oracle Zoom CREST Calastone Word Excel Dynamics 365 Customer Insights PowerPoint SharePoint Microsoft Office Bloomberg FactSet Aladdin

What Raymond James UK Is Building

◆Challenges

Strengthening business assurance
Growing team
Audit remediation activity
Operational process inefficiencies
Portfolio alignment
Risk monitoring
Persistent sophisticated cyber threats
High-pressure security incidents
Optimizing crm processes
Enhancing data-driven decisions

▲Active Projects

Qualitative review team oversight
Smcr processes implementation
Client bank development
Advice standards development
Audit remediation activity
Business development initiatives, including events and campaigns
Pipeline insights and activity summaries
Model maintenance within figaro
Model-driven trade execution
Portfolio rebalancing

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Ops

Engineering

Marketing

Operations

Sales

Security

Seniority

Mid

Junior

Manager

Senior

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About Raymond James UK

Raymond James UK is a wealth management firm providing investment services and advisory support to independent financial advisors and private clients across the United Kingdom. The firm operates as the UK subsidiary of Raymond James Financial, a US-based parent with $1.77tn in assets under administration. Raymond James UK currently supports over 100 independent practices comprising investment managers, wealth managers, and financial planners. The business is regulated by the Financial Conduct Authority and operates as a member of the London Stock Exchange. The platform handles multiple asset classes through an open-architecture model, supported by discretionary management, tax optimization, and bespoke reporting services.

HeadquartersLondon, London

Company Size201–500 employees

Founded2001

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Raymond James UK use?

Raymond James UK operates primarily on Microsoft enterprise infrastructure (Dynamics 365, Power Platform, Power BI, SharePoint), supplemented by financial-specific tools including Bloomberg, FactSet, Aladdin, and Calastone for settlement and trading.

What is Raymond James UK working on?

Active priorities include SMCR regulatory process implementation, advice standards development, client bank infrastructure, portfolio rebalancing and model maintenance, and audit remediation—alongside business development campaigns and CRM optimization.