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

Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Paralegal - Conveyancing
Mayo Wynne Baxter —Eastbourne
- Full-time
- Hybrid work
- Organisational skills
- Agile
- Communication skills
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paralegal - Private Client
Mayo Wynne Baxter —Lewes
- Full-time
- Hybrid work
- Communication skills
16h
Solution Architect (Cloud and AI)
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Azure
- AI
- Communication skills
- Annual leave
Debt Advice Caseworker
Citizens Advice —Eastbourne
- Up to £30,852 a year
- Hybrid work
10d
Financial Controller
NEP UK —Crawley
- Full-time
- Microsoft Office
- Travel
- Accounting
Quick apply
2d
Investment Administrator
Quilter —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Technical Accountant
South East Water —Snodland
- Up to £65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Analysis skills
- Annual leave
7d
Housing & Welfare Benefits Adviser
Citizens Advice —Crowborough
- £17,040.65 a year
- Hybrid work
Senior Compliance Manager - Compliance Monitoring
Quilter —London
- Full-time
- Mentoring
- Financial services
Investment Strategist
Quilter —London
- Full-time
- Hybrid work
- Travel
17h
Audit Specialist - COO & Technology
Quilter —London
- Full-time
- IT
6d
Relationship Manager, Capital Engagement, Member Services
Lloyd's of London —Chatham
- Full-time
- Hybrid work
- Continuous improvement
- Organisational skills
- Financial services
- Employee discount
- Gym membership
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Investment Executive
Quilter —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Conveyancer
Eventus Recruitment Group —Cranbrook
- £45,000 - £60,000 a year
- Call to connect
- Hybrid work
- Sales
- Organisational skills
- Financial services
Accounting and Financial Reporting Assistant Manager
RSM UK —Crawley
- Full-time
- Hybrid work
- Tax experience
Accounting and Financial Reporting Manager
RSM UK —Crawley
- Full-time
- Hybrid work
- Supervising experience

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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

financial adviser jobs in lamberhurst, esx

Financial Adviser Administrator

Paralegal - Conveyancing

Financial Adviser (Maidstone)

Paralegal - Private Client

Solution Architect (Cloud and AI)

Debt Advice Caseworker

Financial Controller

Investment Administrator

Technical Accountant

Housing & Welfare Benefits Adviser

Senior Compliance Manager - Compliance Monitoring

Investment Strategist

Audit Specialist - COO & Technology

Relationship Manager, Capital Engagement, Member Services

IFA Support/Paraplanner

Paraplanner

Investment Executive

Conveyancer

Accounting and Financial Reporting Assistant Manager

Accounting and Financial Reporting Manager

I want to receive the latest job alerts for financial adviser in lamberhurst, esx

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