Financial adviser Work, Jobs in Tonbridge (with Salaries)

Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Annual leave
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Financial services
- Communication skills
- Free parking
- Referral programme
Quick apply
Adviser Support Executive, Financial Services
Burfields House Wealth Management —Goudhurst
- Full-time
- Computer literacy
- Travel
- Financial services
- Annual leave
Financial Controller
Sylvagen Limited —Royal Tunbridge Wells
- £70,000 - £90,000 a year
- Full-time
- In-person
- Leadership
- Free parking
Quick apply
8d
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
1d
Advisor Support, Wealth Management
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Financial Services Administrator
S&S Financial Solutions Limited —East Grinstead
- £27,000 - £32,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Life insurance
Quick apply
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Controller
restful homes —Crawley
- From £50,000 a year
- Full-time
- In-person
Quick apply
Personal Wealth Adviser
Lloyds Wealth —Maidstone
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
8d
Director of Financial Reporting & Controls
Ageas —Reigate
- Full-time
- Leadership
- School
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
10d
Financial Controller
DMH Stallard —Gatwick Airport
- Hybrid work
- Profit sharing
- Employee assistance programme
7d
MKC Training Finance Business Partner
MidKent College —Gillingham
- £43,046 - £50,709 a year
- Full-time
- University
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
Client Liaison Administrator
Mattioli Woods —East Malling
- Full-time
- Hybrid work
2d
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- Communication skills
- Annual leave
Paraplanner
RGH‑Global Limited —Battle
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Bookkeeper
Gilchrist Collection —Ashurst Wood
- £30,000 a year
- Full-time
- Bar
- QuickBooks
- In-person
Quick apply
3d
Solution Architect (Cloud and AI)
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- AI
- Communication skills
- Annual leave

I want to receive the latest job alerts for financial adviser in tonbridge

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Adviser Administrator

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

Microsoft Word
Report writing
Computer literacy
Stakeholder liaison
Microsoft Office Suite
Numeracy
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Advert

Do you have Financial Services experience? Are you looking for a new client facing role based in the beautiful Kent countryside?

Burfields House Wealth Management Ltd is seeking an organised and proactive Financial Adviser Administrator professional to help deliver exceptional financial planning services. If you have strong attention to detail, excellent communication skills, and thrive in a dynamic environment, we’d love to hear from you.

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, and 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

Working closely with our team of Advisors, the job holder will be responsible for:

Maintaining client files and inputting data into CFRs.
Collating client information, preparing illustrations and calculations.
Ensuring business obtained is processed compliantly and in a timely manner.
Chasing pipeline business from start to finish.
Liaising with third parties, paraplanners, and other stakeholders.
Providing general support to the adviser, including managing phone calls, passing on messages, highlighting important items, and reminding of tasks and deadlines.
Attending client meetings, preparing materials, and following up on actions.
Producing ad hoc reports and responding to client queries.
Drafting letters, emails, and other client communications.
Ensuring client and internal documents are accurate, up-to-date, and stored securely.
Providing ad hoc support to the adviser, anticipating needs, and proactively helping where necessary.
Handling sensitive information with complete discretion.

The Person

We are looking for a confident, professional, and organised individual who:

Is numerate, IT proficient, and enjoys using their initiative.
Works with a “can do” attitude and can manage multiple priorities.
Has experience in financial services (beneficial but not essential).
Demonstrates excellent communication skills and can build rapport with clients, colleagues, and third parties.
Has strong attention to detail and problem-solving skills.
Is proficient in Microsoft Office, including Excel, Word, and Outlook.
Has strong organisational and time management skills, able to handle multiple projects simultaneously.
Is flexible, proactive, and adaptable in a fast-paced environment.
Maintains total discretion and professionalism at all times.

Benefits & Additional Information

Hours - Monday to Friday, 9am to 5pm.
Annual leave – 25 days per annum. After 3 years of service, an additional 1 year per year will be added (3-7 years).
Bank holidays (8 per year) are on top of this additional allowance.
Bonus scheme - part of annual employee bonus scheme.
Pension
Private medical insurance - offered after 1 years’ service.
Cycle scheme.
Birthdays – after 1 year of service, as a gift, we give our team their birthday off if it were to fall on a working day.
Paid volunteering day.

Important

Initially based between our Tenterden and Goudhurst offices during training. Once trained, the "home base" will move to Mallard House in Goudhurst, with a requirement to work 1 day per week in Cranbrook and 1 day per week in Tenterden (set days).

Due to the rural location of our offices and the requirement to commute to different offices, you must be a driver/ car owner.

Apply Now

Refine Your Search

financial adviser jobs in tonbridge

Financial Adviser Administrator

Administrator, Financial Services

Adviser Support Executive, Financial Services

Financial Controller

Executive Assistant to Financial Adviser

Advisor Support, Wealth Management

Financial Services Administrator

Financial Adviser (Maidstone)

Financial Controller

Personal Wealth Adviser

Director of Financial Reporting & Controls

Executive PA – Construction & Property

Financial Controller

MKC Training Finance Business Partner

Quality Assurance Specialist

Client Liaison Administrator

Paraplanner

Paraplanner

Bookkeeper

Solution Architect (Cloud and AI)

I want to receive the latest job alerts for financial adviser in tonbridge

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected