Company profile

Raymond James UK Tech Stack

UK wealth management and platform services for independent advisory practices

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

Raymond James UK supports independent wealth management practices with a stack anchored on AS/400 and Pershing NetX360 for custody and settlement, alongside Bloomberg, FactSet and Aladdin for investment data. A deep Microsoft layer of Dynamics 365, Power BI and Power Automate points to CRM and workflow modernisation over legacy core systems. Hiring is accelerating and finance-led, with active KYC refresh, suitability review and remuneration transformation work.

Tech Stack 38 technologies

Core StackTableau Zoom Dynamics 365 Power Platform Power Automate Power BI Power Apps Confluence Jira Power Query Oracle Palo Alto Networks SQL Server C# Python Cisco AS/400 Bloomberg FactSet Aladdin Cvent CREST Calastone Dynamics 365 Customer Insights Palo Alto Networks Panorama Palo Alto Prisma Access SQL Server Integration Services Juniper Check Point Pershing NetX360+1 more

What Raymond James UK Is BuildingChallenges and projects from their job posts

◆Challenges

Maintaining AML compliance
GDPR compliance
Transition to new remuneration frameworks
Expanding strategic intermediary relationships
Hitting revenue targets and lead generation performance
Improving client experience

▲Active Projects

KYC refresh programme
Suitability review project
Strategic charging and statements projects
Remuneration transformation initiatives
Annual forum and B2B events programme
National marketing campaigns

Hiring Activity

Accelerating15 roles · 15 in 30d

Department

Finance

Marketing

Ops

Sales

Support

Legal

Seniority

Junior

Senior

Mid

Lead

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About Raymond James UK

Raymond James UK is a London-headquartered wealth management firm, founded in 2001, trading as Raymond James Wealth Management Limited. It provides advice and personalised investment services and supports a network of independent practices across the UK, including private client investment managers, wealth managers and financial planners. Its services cover discretionary management, advisory services, tax wrappers, bespoke reporting and platform services across multiple asset classes. The firm is a London Stock Exchange member, is regulated by the Financial Conduct Authority, and is part of US-based Raymond James Financial. It employs between 201 and 500 people.

HeadquartersLondon, London

Company Size201–500 employees

Founded2001

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Raymond James UK use?

Raymond James UK uses AS/400, Pershing NetX360, CREST, Calastone, Bloomberg, FactSet, Aladdin, Dynamics 365, Power BI, SQL Server, Oracle, C#, Python and Palo Alto Networks security tools.

Is Raymond James UK hiring?

Yes. Hiring is accelerating in the United Kingdom, led by finance, with further roles in marketing, operations, sales, support and legal across junior to lead levels.

What is Raymond James UK working on?

Current initiatives include a KYC refresh programme, a suitability review project, strategic charging and statements projects, remuneration transformation, and its annual forum and B2B events programme.

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How this profile is built

Raymond James UK's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.