Job Advert
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, 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
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:
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Answering the phone, taking messages, making client tea/coffee, and preparing meeting packs for client meetings.
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Acting as a friendly point of contact for client enquiries.
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Supporting other team members with day-to-day office duties.
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Updating and maintaining databases and filing systems.
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General administration, including writing and sending letters, booking meetings in diaries, and arranging client appointments.
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Ensuring electronic filing systems are tidy and organised.
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Managing incoming and outgoing post.
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Handling withdrawal processes and deceased client procedures.
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Coordinating travel arrangements or meetings as required.
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Supporting onboarding of new clients.
We are looking for a professional, organised, and approachable individual who:
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Enjoys working with people and has excellent communication skills
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Has a professional and friendly telephone manner
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Is highly organised with strong attention to detail
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Is IT‑confident and comfortable using databases or CRM systems (experience desirable but not essential)
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Can manage multiple tasks and priorities effectively
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Works with a proactive, “can‑do” attitude and is keen to learn
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Is adaptable and comfortable in a fast‑paced office environment
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Maintains confidentiality and professionalism at all times
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Has previous experience in administration or financial services (beneficial but not essential)
Hours: Monday to Friday, 9am – 5pm-
Annual Leave:25 days per annum
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Increasing after 3 years’ service (1 additional day per year up to 7 years)
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Plus 8 bank holidays
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Office closed between Christmas and New Year
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Bonus Scheme: Participation in annual employee bonus scheme
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Pension: Employer contribution
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Private Medical Insurance: Offered after 1 year’s service
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Cycle Scheme
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Birthday Leave: Your birthday off after 1 year of service (if it falls on a working day)
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Paid Volunteering Day
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Training & Development: Ongoing learning and development opportunities
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Team Culture: Supportive environment with regular social events
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Recognition: Potential for employee awards and recognition schemes.
