Admin Assistant

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, 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.