Working alongside company Director and Paraplanner, you will be assisting with day-to-day administrative duties.

Main duties and responsibilities include,

• Organising client appointments and preparing meeting rooms.
• Handling correspondence, reports, and document management.
• Managing office supplies and stock.
• Supporting the Advisor Team with administrative tasks and data input.
• Researching and gathering information from financial providers.
• Assisting with marketing to clients and prospects.

Applicants to this role require

• Previous experience in an administrative position.
• Willingness to learn, undertaking courses provided via company in order to develop skillset.
• Confident in own abilities, working independently and alongside a small team.
• Strong working knowledge of Microsoft Office packages.

TMM Recruitment