Private client Work, Jobs in Lamberhurst, Esx (with Salaries)

Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
New Homes Sales Consultant
Dandara —Crowborough
- Weekend availability
- CRM software
- Sales
- Microsoft Office
- Employee assistance programme
12h
People Projects Consultant
AXA UK —Royal Tunbridge Wells
- Project management
- Human resources
- Annual leave
3d
Private Clients Insurance Advisor
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- Sales
- Financial services
- Communication skills
- Employee discount
- Referral programme
Telesales Account Manager
AHS Ltd —Rye
- £35,000 - £40,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Free parking
Quick apply
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
1d
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Events Organiser Office Administrator
Sovereign Harbour Yacht Club —Eastbourne
- £21,900 - £22,900 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee discount
Quick apply
Beer Dispense Technician - Events & Corporate
Rent a Keg —Edenbridge
- £29,000 - £33,000 a year
- Overtime
- Hospitality
- Heavy lifting
- Customer service
Quick apply
2d
Family Lifestyle Assistant (Part-Time / Flexible)
Root & Nest —Tonbridge
- From £37,000 a year
- Temporary
- Childcare
- First Aid Certification
- Travel
- Flexitime
Quick apply
4d
Tarmacer / Asphalt Rakehand/Screwsman – Coppard Plant Hire
Coppard Plant Hire Limited —Crowborough
- £230 - £270 a day
- Full-time
- Management
- Sales
- Maintenance
- Free parking
- Store discount
Quick apply
8d
Private Clients Insurance Sales Executive
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- Sales
- Financial services
- Communication skills
- Employee discount
- Referral programme
Customer Service Specialist
Kite Packaging —Sittingbourne
- £31,500 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
- Life insurance
Quick apply
Phlebotomist
Randox Laboratories —Royal Tunbridge Wells
- £28,000 - £30,000 a year
- Weekend availability
- Sales
- Customer service
- Driving
Scheme Manager
Saha —Royal Tunbridge Wells
- £17,496.75 - £29,161.25 a year
- Part-time
- Annual leave
- Employee discount
Project Services Administrator
BJF Group —Maidstone
- Full-time
- Organisational skills
- IT
- Typing
- Annual leave
- Employee assistance programme
Quick apply
2d
Project Coordinator
Nexus (South East) Limited —Hastings
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Annual leave
Quick apply
9d
Flight Services Manager
Air Partner —Gatwick Airport
- Sales
- Organisational skills
10h
Training Instructor
Gold Tap Training Limited —Maidstone
- £35,000 - £45,000 a year
- Overtime
- Hybrid work
- Microsoft Office
- Driving
- Classroom experience
- Annual leave
Quick apply
1d
Customer Service Executive
Epassi —Haywards Heath
- Hybrid work
- Microsoft Word
- Hospitality
- Microsoft Excel

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Admin Assistant

Burfields House Wealth Management
Goudhurst

Apply Now

Job details

Full-time

Benefits

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

Qualifications

CRM software
IT
Financial services
Communication skills

Full job description

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:

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.

Apply Now

Refine Your Search

private client jobs in lamberhurst, esx

Admin Assistant

New Homes Sales Consultant

People Projects Consultant

Private Clients Insurance Advisor

Telesales Account Manager

Paralegal - Private Client

Financial Adviser Administrator

Events Organiser Office Administrator

Beer Dispense Technician - Events & Corporate

Family Lifestyle Assistant (Part-Time / Flexible)

Tarmacer / Asphalt Rakehand/Screwsman – Coppard Plant Hire

Private Clients Insurance Sales Executive

Customer Service Specialist

Phlebotomist

Scheme Manager

Project Services Administrator

Project Coordinator

Flight Services Manager

Training Instructor

Customer Service Executive

I want to receive the latest job alerts for private client in lamberhurst, esx

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