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JOB DETAILS

Technical Administrator

CompanyKorn Ferry Client Opportunities
LocationLondon
Work ModeOn Site
PostedNovember 10, 2026
About The Company
Korn Ferry is a global consulting firm that powers performance. We unlock the potential in your people and unleash transformation across your business—synchronizing strategy, operations, and talent to accelerate performance, fuel growth, and inspire a legacy of change. That’s why the world’s most forward-thinking companies across every major industry turn to us—for a shared commitment to lasting impact and the bold ambition to Be More Than. As the Official Talent & Organizational Consulting Partner of LA28, Korn Ferry is powering the nearly 5,000 people who power the Olympics Games – bringing in the right talent, building strong leaders, and shaping the structure and culture that will deliver an unforgettable experience for the world.
About the Role

Company Description

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

 

 

Job Description

  • 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.

Qualifications

  • 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

Additional Information

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

  • Client Name: Fidelius
    • Key Skills
    Financial planningWealth managementPensionsInvestmentsProtection productsComplianceRegulatory requirementsIntelligent OfficeCashflow planningQuality assuranceData integrityMicrosoft OfficeClient servicingReport draftingApplication processing
    Categories
    Finance & AccountingAdministrativeManagement & Leadership
    Job Information
    📋Core Responsibilities
    The Technical Administrator will prepare and submit new business applications while ensuring compliance with regulatory standards and internal quality requirements. They will also liaise with product providers and advisers to monitor application progress and provide administrative support for client meetings.
    📋Job Type
    full time
    📊Experience Level
    2-5
    💼Company Size
    16330
    📊Visa Sponsorship
    No
    💼Language
    English
    🏢Working Hours
    40 hours
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