Financial advisor Work, Jobs in Staplehurst, 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
1d
Service Advisor
Marshall Motor Group —Maidstone
- £32,915 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Financial and Protection Advisor
Asset Wealth Advisory —Ashford
- £24,420.00 - £98,326.07 a year
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Free parking
- Work from home
Quick apply
3d
Parts Advisor
LISTER WILDER LTD —Ashford
- Up to £35,000 a year
- Full-time
- Customer service
- In-person
- Phone etiquette
- Free parking
- Health & wellbeing programme
Quick apply
3d
Senior People and Culture Advisor
Apogee Corp —Maidstone
- Monday to Friday
- Hybrid work
- Human resources
- Organisational skills
- Communication skills
- Work from home
- Employee assistance programme
Mortgage Administrator
Gordon Blair Financial Services —Hastings
- £25,000 a year
- Full-time
- Google Suite
- Microsoft Office
- Administrative experience
Quick apply
13d
Parts Advisor
Marshall Motor Group —Maidstone
- £32,445 a year
- Annual leave
- Employee discount
Quick apply
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Head of People Systems, Pay and Benefits
LeighAcademiesTrust —Rochester
- £60,000 - £75,000 a year
- Hybrid work
- Free parking
- Annual leave
Head of Finance
Lawfront —Maidstone
- Full-time
- Analysis skills
- Communication skills
8d
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
BUPA GP - Sevenoaks
KIMS Hospital —Maidstone
- Call to connect
- Free parking
- Annual leave
Insurance Advisor
Howden Group Holdings —Maidstone
- Full-time
- Hybrid work
- Employee discount
Advisor Support
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Casual Sales Assistant
Lindt Careers —Ashford
- Bar
- Analysis skills
- IT
11d
BUPA GP - RTW
KIMS Hospital —Maidstone
- Call to connect
- Free parking
- Annual leave
Trainee Insurance Advisor
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
- Employee discount
Associate Director – Financial Management
NHS Kent and Medway Integrated Care Board —Maidstone
- £79,504 - £91,609 a year
- Full-time
9d

I want to receive the latest job alerts for financial advisor in staplehurst, 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

financial advisor jobs in staplehurst, ken

Financial Adviser Administrator

Accounts Assistant - Part Time

Service Advisor

Financial and Protection Advisor

Parts Advisor

Senior People and Culture Advisor

Mortgage Administrator

Parts Advisor

Client Care Administrator, Financial Services

Head of People Systems, Pay and Benefits

Head of Finance

Administrator, Financial Services

BUPA GP - Sevenoaks

Insurance Advisor

Advisor Support

Admin Assistant

Casual Sales Assistant

BUPA GP - RTW

Trainee Insurance Advisor

Associate Director – Financial Management

I want to receive the latest job alerts for financial advisor in staplehurst, ken

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected