Financial adviser Work, Jobs in Lamberhurst, Esx (with Salaries)

Adviser Support Executive, Financial Services
Burfields House Wealth Management —Goudhurst
- Full-time
- Computer literacy
- Travel
- Financial services
- Annual leave
Executive PA – Construction & Property
J K Construction (South East) Limited —Maidstone
- £30,000 - £35,000 a year
- Overtime
- Remote
- Microsoft Outlook
- Research
- Administrative experience
- Work from home
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Annual leave
Chief Executive Officer
Abigail's Footsteps —Rochester
- £55,000 - £65,000 a year
- Full-time
- Management
- Business development
- In-person
- Annual leave
- Employee assistance programme
Quick apply
1d
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Financial Controller
Sylvagen Limited —Royal Tunbridge Wells
- £70,000 - £90,000 a year
- Full-time
- In-person
- Leadership
- Free parking
Quick apply
13d
Executive Assistant to Financial Adviser
Crown Wealth Consultants —Hailsham
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Annual leave
Quick apply
6d
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Quality Assurance Specialist
Eight Financial Advice —Royal Tunbridge Wells
- £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Paraplanner
Eight Financial Advice —Royal Tunbridge Wells
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Bookkeeper
Gilchrist Collection —Ashurst Wood
- £30,000 a year
- Full-time
- Bar
- QuickBooks
- In-person
Quick apply
8d
Private Client Tax ATT-CTA Graduate Programme
Menzies LLP —Crawley
- £32,000 a year
- Communication skills
- Employee assistance programme
Paralegal - Conveyancing
Mayo Wynne Baxter —Eastbourne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Bookkeeper - Part Time
Denys Eyre Bower Bequest —Edenbridge
- £17,400 a year
- Part-time
- Organisational skills
- In-person
Quick apply
8h
Personal Wealth Adviser
Lloyds Wealth —Maidstone
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
13d
Solution Architect (Cloud and AI)
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- AI
- Communication skills
- Annual leave
MKC Training Finance Business Partner
MidKent College —Gillingham
- £43,046 - £50,709 a year
- Full-time
- University
Client Liaison Administrator
Mattioli Woods —East Malling
- Full-time
- Hybrid work
7d
Project Manager – Document Management - 12 month FTC
RSM UK —Crawley
- Full-time
- Hybrid work
- Computer Science
- PMP
- Bachelor's degree
Financial Controller
restful homes —Crawley
- From £50,000 a year
- Full-time
- In-person
Quick apply

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Adviser Support Executive, Financial Services

Burfields House Wealth Management
Goudhurst

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Annual leave
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Report writing
Report generation
Computer literacy
Stakeholder liaison
Filing
Numeracy
Financial services
Communication skills

Full job description

Job Advert

Burfields House Wealth Management is looking for a proactive and highly organised Adviser Support Executive to work closely with one of the Directors of the business.

This is a busy, varied and fast-paced role, supporting a Director who has a full client workload and needs someone reliable, confident and capable to help keep things moving. The role will involve managing and prioritising emails, drafting responses where appropriate, flagging anything that needs the Director’s input, helping to manage deadlines, and making sure client work is progressed efficiently and compliantly.

This would suit someone with financial services experience who enjoys being at the centre of a busy working environment, is happy to roll their sleeves up, and is not phased by changing priorities. It is a great opportunity for someone who is interested in progressing their career in Wealth Management.

The role

Working closely with the Director and wider team, your responsibilities will include:

Supporting the Director with day-to-day workload management, including emails, client queries, reminders, deadlines and follow-up actions.
Drafting responses on behalf of the Director where appropriate, and highlighting matters that need their input.
Maintaining client files, checking information and inputting client financial data onto the system.
Collating client information ahead of meetings and ensuring the right information is available at the right time.
Helping to ensure client business is processed compliantly and in a timely way.
Chasing pipeline business from start to finish, keeping track of progress and managing timelines.
Liaising with third parties, paraplanners, colleagues and clients to help achieve good client outcomes.
Supporting with the preparation for client meetings, attending where required, and helping with follow-up actions.
Producing ad hoc reports, dealing with client queries and helping to keep work moving across the team.

About you

We are looking for someone who is confident, professional and highly organised, with a positive, can-do approach. The role would suit someone who enjoys being busy, takes ownership of their work, and is willing to get involved in whatever is needed to support the adviser, clients and wider team.

Ideally you will have some experience working within Financial Services or a good understanding of the industry.

You will need to be:

Confident dealing with colleagues, clients and third parties.
Discreet, professional and able to handle confidential information appropriately.
Proactive, practical and willing to help wherever needed.
Comfortable working in a fast-paced environment where priorities can change.
A strong communicator, able to build rapport and manage relationships well.
Organised, detail-focused and able to manage multiple tasks at once.
Numerate, IT confident and able to problem-solve.
Interested in developing your knowledge of financial services and potentially progressing your career over time.

Location

The jobholder will need their own transport and be willing to travel to different Burfields House offices, normally spending 3 days in Goudhurst, 1 day in Cranbrook and 1 day in Tenterden each week.

What’s on offer

This is a genuine opportunity to join a supportive business where you can develop your skills, take on more responsibility and build a longer-term career path. Previous people in similar roles have gone on to develop towards adviser positions, so this could be a great next step for someone who wants to grow within the profession.

The package includes:

Monday to Friday working hours, 9am to 5pm.
25 days’ annual leave, plus bank holidays.After 3 years of service, an additional 1 year per year will be added (3-7 years)
Office closure between Christmas and New Year.
Bonus scheme - part of annual employee bonus scheme.
Pension contribution.
Private medical insurance after one year’s service.
Cycle scheme.
Birthday off after one year’s service, where it falls on a working day.
Paid volunteering day.

How to apply

If you are highly organised, proactive and keen to develop your career in a professional client-focused environment, we would love to hear from you.

Please apply with your CV and a short covering note explaining why this role interests you.

Apply Now

Refine Your Search

financial adviser jobs in lamberhurst, esx

Adviser Support Executive, Financial Services

Executive PA – Construction & Property

Financial Adviser Administrator

Chief Executive Officer

Administrator, Financial Services

Financial Controller

Executive Assistant to Financial Adviser

Advisor Support, Wealth Management

Quality Assurance Specialist

Paraplanner

Bookkeeper

Private Client Tax ATT-CTA Graduate Programme

Paralegal - Conveyancing

Bookkeeper - Part Time

Personal Wealth Adviser

Solution Architect (Cloud and AI)

MKC Training Finance Business Partner

Client Liaison Administrator

Project Manager – Document Management - 12 month FTC

Financial Controller

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