Working alongside the company Director and Paraplanner, you will be assisting with day-to-day administrative duties. This role has scope for progression to eventually undertake increased responsibilities and opportunities for development.

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 adviser 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 a business/office administrator position.
• Qualification from a financial services body would be preferred, but not essential
• 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