At a Glance
- Tasks: Be the friendly face of our office, managing calls and client interactions.
- Company: Join Burfields House Wealth Management, a leading financial planning practice.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a bonus scheme.
- Other info: Supportive team culture with opportunities for growth and recognition.
- Why this job: Make a real difference in clients' lives while developing your skills.
- Qualifications: Great communication skills and a proactive attitude are key.
The predicted salary is between 22000 - 26000 € per year.
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.
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.
Admin Assistant in Goudhurst employer: Burfields House Wealth Management
Burfields House Wealth Management Ltd is an exceptional employer, offering a supportive and dynamic work environment in the picturesque setting of Kent. With a strong focus on employee growth, we provide ongoing training and development opportunities, alongside generous benefits such as a bonus scheme, private medical insurance, and additional leave for birthdays and volunteering. Join our friendly team where your contributions are valued, and you can make a meaningful impact on clients' financial futures.
Contact Detail:
Burfields House Wealth Management Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Admin Assistant in Goudhurst
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for an Admin Assistant role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from Burfields House Wealth Management, be ready to share why you're the perfect fit for the team. Keep it friendly and professional, just like the vibe they’re after.
✨Tip Number 3
Show off your skills! If you get an interview, be prepared to discuss how your organisational skills and attention to detail will help keep the office running smoothly. Bring examples of how you've managed multiple tasks in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our supportive team at Burfields House.
We think you need these skills to ace Admin Assistant in Goudhurst
Some tips for your application 🫡
Be Yourself:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your enthusiasm and friendly nature. Remember, we’re looking for someone who fits in with our team culture.
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the Admin Assistant role. Mention specific tasks from the job description that you’re excited about and how you can contribute to our team.
Keep It Professional:While we love a friendly tone, it’s important to maintain professionalism in your application. Use clear language, check your spelling and grammar, and ensure your formatting is tidy. First impressions count!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need right there!
How to prepare for a job interview at Burfields House Wealth Management
✨Know the Company Inside Out
Before your interview, take some time to research Burfields House Wealth Management Ltd. Understand their values, services, and client focus. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Show Off Your People Skills
As an Admin Assistant, you'll be the first point of contact for clients. Practice demonstrating your friendly and professional attitude during the interview. Use examples from past experiences where you've successfully interacted with clients or handled inquiries.
✨Be Organised and Detail-Oriented
Highlight your organisational skills by discussing how you manage multiple tasks. Bring a notepad to jot down important points during the interview, showing that you’re detail-oriented and ready to take notes on what’s discussed.
✨Prepare for Common Admin Scenarios
Think about typical admin tasks you might face, like managing schedules or handling client communications. Be ready to discuss how you would approach these scenarios, showcasing your proactive attitude and problem-solving skills.
