Collett Wealth Management

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 queries from clients Managing the database of clients and diary management for the Partner and Advisors You will send correspondence to clients via email, Docusign and/or post You will be a point of contact for clients and third parties dealing with general enquiries You will be processing business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Administrative Support This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. To be considered for this role you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong English proficiency is required (ideally have A -C/9-5 at GCSE) Strong Maths proficiency is required (ideally have A -C/9-5 at GCSE) Strong working knowledge of Excel, Word, Outlook and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.