An excellent opportunity has arisen for a full-time Admin Assistant to join our Principal Partner Practice. You will be part of a fast‑paced team and act as the first point of contact for both clients visiting the office and incoming telephone calls. A friendly, enthusiastic, and professional attitude is essential.
About Us
Burfields House Wealth Management Ltd is a holistic financial planning practice with offices in Goudhurst, Cranbrook and Tenterden Kent. We specialise in providing high‑quality, bespoke advice to individuals, families, trustees, and businesses, helping them plan for a secure financial future.
Client focus lies at the heart of everything we do. We thrive on building positive, long‑term relationships where we can make a real difference. Our clients value our honest, straightforward approach and tailored investment advice across a wide range of services.
Burfields House Wealth Management is a well established practice of St. James’s Place Wealth Management plc (SJP), a leading, highly regarded Wealth Management company which distributes a range of investment and retirement products and financial solutions to a High‑Net‑Worth client base.
The Role
As an Admin Assistant, you will be a key part of our front‑office and support team, responsible for ensuring the smooth day‑to‑day running of the practice. Your duties will include:
- Answering the phone, taking messages, making client tea/coffee, and preparing meeting packs for client meetings.
- Acting as a friendly point of contact for client enquiries.
- Supporting other team members with day‑to‑day office duties.
- Updating and maintaining databases and filing systems.
- General administration, including writing and sending letters, booking meetings in diaries, and arranging client appointments.
- Ensuring electronic filing systems are tidy and organised.
- Managing incoming and outgoing post.
- Handling withdrawal processes and deceased client procedures.
- Coordinating travel arrangements or meetings as required.
- Supporting onboarding of new clients.
The Person
We are looking for a professional, organised, and approachable individual who:
- Enjoys working with people and has excellent communication skills.
- Has a professional and friendly telephone manner.
- Is highly organised with strong attention to detail.
- Is IT‑confident and comfortable using databases or CRM systems (experience desirable but not essential).
- Can manage multiple tasks and priorities effectively.
- Works with a proactive, “can‑do” attitude and is keen to learn.
- Is adaptable and comfortable in a fast‑paced office environment.
- Maintains confidentiality and professionalism at all times.
- Has previous experience in administration or financial services (beneficial but not essential).
Benefits & Additional Information
- Hours: Monday to Friday, 9am – 5pm
- Annual Leave: 25 days per annum
- Increasing after 3 years’ service (1 additional day per year up to 7 years)
- Plus 8 bank holidays
- Office closed between Christmas and New Year
- Bonus Scheme: Participation in annual employee bonus scheme
- Pension: Employer contribution
- Private Medical Insurance: Offered after 1 year’s service
- Cycle Scheme
- Birthday Leave: Your birthday off after 1 year of service (if it falls on a working day)
- Paid Volunteering Day
- Training & Development: Ongoing learning and development opportunities
- Team Culture: Supportive environment with regular social events
- Recognition: Potential for employee awards and recognition schemes.
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