Finance Work, Jobs in Cranbrook, Ken (with Salaries)

Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Accounts Assistant - Part Time
Navis Agere Limited —West Malling
- £30,000 - £35,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
5d
Finance Officer
Bexhill College —Bexhill
- Up to £28,634 a year
- Full-time
- Microsoft Excel
- Finance
- Databases
Quick apply
5d
Compliance and Risk Assistant
Big Motoring World —Gillingham
- £33,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Store discount
Quick apply
Finance Officer
Hillview School For Girls —Tonbridge
- £28,100 a year
- Full-time
- QuickBooks
- In-person
- School
Quick apply
14d
Universal Banker
HSBC Global Services Limited —Hastings
- From £27,200 a year
- Full-time
- Customer service
- Communication skills
- Employee discount
7d
Finance Officer
Medway Council —Chatham
- £26,654 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
Accounts Assistant
Park Holidays UK —Bexhill
- Full-time
- Sales
- IT
- Communication skills
- Employee assistance programme
- Employee discount
5d
Accounts Receivable Assistant
Big Motoring World —Gillingham
- £27,500 a year
- Full-time
- Accounting
- Data entry
- In-person
- Free parking
- Store discount
Quick apply
1d
Accounts Assistant
BSB Engineering Services Ltd —Aylesford
- From £27,000 a year
- Full-time
- Microsoft Excel
- No experience needed
- Microsoft Office
- Free parking
Quick apply
Financial Administrator
Perspective Financial Group —Maidstone
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Finance & Accounts Assistant (Part-Time)
TBIG Residential Ltd —Maidstone
- £12,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Continuous improvement
- Life insurance
Quick apply
Head of Finance
KIMS Hospital —Maidstone
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Credit Control Manager
Adaro Optics Ltd —Marden
- £45,000 - £50,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Bereavement leave
Quick apply
Account Manager - South East
Motonovo Finance —Hastings
- Full-time
- Hybrid work
- Sales
- Financial services
- Communication skills
- Employee assistance programme
14d
Banking Representative - Maidstone
Metro Bank PLC —Maidstone
- £26,230 a year
- Full-time
- Customer service
- Microsoft Office
- Computer skills
Finance Manager - Transactions
West Kent Housing Association —Sevenoaks
- £62,911 a year
- Hybrid work
- Microsoft Excel
- ERP systems
- Leadership
Financial Planning Administrator
Quantum Wealth Planning Ltd —Royal Tunbridge Wells
- £26,000 - £32,000 a year
- Full-time
- Microsoft Office
- IT
- Financial services
Quick apply
2d
Property Investment Sales Consultant
Homelee Investments —West Malling
- £52,000 - £125,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Quick apply
Senior Risk Pricing Analyst
Somerset Bridge Group —East Grinstead
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- SQL
- Communication skills
- Python
- Annual leave
- Referral programme
Quick apply

I want to receive the latest job alerts for finance in cranbrook, ken

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
Microsoft Excel
Microsoft Outlook
Microsoft Office
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

finance jobs in cranbrook, ken

Financial Adviser Administrator

Accounts Assistant - Part Time

Finance Officer

Compliance and Risk Assistant

Finance Officer

Universal Banker

Finance Officer

Accounts Assistant

Accounts Receivable Assistant

Accounts Assistant

Financial Administrator

Finance & Accounts Assistant (Part-Time)

Head of Finance

Credit Control Manager

Account Manager - South East

Banking Representative - Maidstone

Finance Manager - Transactions

Financial Planning Administrator

Property Investment Sales Consultant

Senior Risk Pricing Analyst

I want to receive the latest job alerts for finance in cranbrook, ken

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected