Timothy James & Partners is an established, independent financial planning and wealth management firm headquartered on The Strand, London. We are committed to delivering a personalised service founded on client relationships, communication, and trust. Our advisory services encompass investment management, corporate finance, pensions, retirement planning, mortgages, and estate planning.

• Prepare and submit new business applications across pensions, investments, protection, and insurance products, ensuring all documentation is accurate, compliant, and submitted within agreed timescales.
• Liaise with product providers, advisers, and clients to obtain outstanding information and monitor application progress.
• Maintain accurate client records on Intelligent Office and ensure all client files meet regulatory and compliance requirements.
• Draft client correspondence and reports, and assist with cashflow planning preparation.
• Monitor outstanding business, chase providers where required, and keep advisers informed of progress.
• Support the wider paraplanning team with client servicing duties as required, ensuring adherence to the FCA's Consumer Duty and commitment to delivering fair value and suitable advice.
• Conduct quality assurance reviews on applications and client documentation to identify errors, inconsistencies, and compliance gaps prior to submission.
• Manage and maintain accurate records within relevant systems, ensuring data integrity and accessibility for the team.
• Identify process improvements and inefficiencies within the application and servicing workflow, escalating recommendations to senior team members.
• Provide administrative support for client meetings, including preparation of documentation, file organisation, and follow-up correspondence.
• Assist with the induction and training of new team members, sharing knowledge of systems, processes, and regulatory requirements.

• Previous experience in an IFA or financial services administration role
• Knowledge of pensions, investments, and protection products
• CII diploma or working towards completion
• Experience processing new business submissions and completing application paperwork
• Excellent attention to detail, organisational skills, and strong written and verbal communication
• Competent in Microsoft Office (Word, Excel, and Outlook) with ability to manage multiple tasks and meet deadlines

All your information will be kept confidential according to EEO guidelines.