Financial planning 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
Procurement Manager
Southern Housing —Sittingbourne
- £43,000 - £47,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Contracts
- IT
- Annual leave
- Work from home
12d
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Junior Project Planner
Ericsson —Eastbourne
- Microsoft Powerpoint
- Microsoft Excel
- English
5d
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
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
13d
Treatment Coordinator
Banning Dental Group —Crawley
- £40,000 - £55,000 a year
- Full-time
- Sales
- Organisational skills
- In-person
- Employee assistance programme
- Employee discount
Quick apply
3d
Procurement & Supply Chain Manager
BSB Engineering Services Ltd —Aylesford
- £45,000 - £48,000 a year
- Full-time
- Management
- Analysis skills
- Organisational skills
- Free parking
Quick apply
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Deputy Town Clerk and Finance Manager
Haywards Heath Town Council —Haywards Heath
- £35,412 - £44,075 a year
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
- Sick pay
Quick apply
10d
Accounts Apprentice
McCabe Ford Williams —Cranbrook
- From £15,600 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
5d
Head of Procurement
Benenden Hospital Trust —Benenden
- £58,000 - £63,000 a year
- Full-time
- Hospital
- Contracts
- AI
- Free parking
- Annual leave
12d
Assistant Practice Manager
Woodlands Health Centre —Tonbridge
- £35,000 - £40,000 a year
- Full-time
- Management
- Supervising experience
- Organisational skills
- Annual leave
Quick apply
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
11d
Advisor Support
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
6d
Trading & Reporting Manager
AXA —Royal Tunbridge Wells
- Up to £60,000 a year
- Microsoft Powerpoint
- Microsoft Excel
- Data analysis skills
9d
Project Administrator
McAllister —Battle
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Employee Relations Consultant
Hastings Direct —Bexhill
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave

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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 planning jobs in lamberhurst, esx

Financial Adviser Administrator

Procurement Manager

Administrator, Financial Services

Junior Project Planner

Client Care Administrator, Financial Services

Senior Risk Pricing Analyst

Treatment Coordinator

Procurement & Supply Chain Manager

Admin Assistant

Admin Assistant

Deputy Town Clerk and Finance Manager

Accounts Apprentice

Financial Administrator

Head of Procurement

Assistant Practice Manager

Property Investment Sales Consultant

Advisor Support

Trading & Reporting Manager

Project Administrator

Employee Relations Consultant

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

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