Collett Wealth Management
Tenterden, UK
Salary: £25,000 - £40,000 FTE (20 hours, 4 hours a day, part time / In Office) Part Time ( Salary will be on a pro rata basis) with the potential to go full time Working as part of the team at Collett Wealth Management who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Administrative Support to work in Tenterden. You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice. The Role: Administrative Support You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will be responsible for managing Salesforce (CRM system) and keeping all client details up to date You will manage and collate key data for reports and portfolio reviews You will answer the telephone and deal with...