We are currently looking for someone who is proactive, organised, confident, has a strong work ethic and excellent communication skills.
Duties will include:
- Facilitating the integration of new clients into the service;
- Working with Financial Planners to achieve good client outcomes;
- Processing financial planning documentation and investment/pension paperwork and quotes
- Strong and accurate record keeping.
Do you have what we’re looking for? Apply with us today.
To apply, please email you CV to our HR Manager at hross@tmfp.co.uk