At a Glance
- Tasks: Be the friendly face of our office and support a dynamic team with various admin tasks.
- Company: Join Burfields House Wealth Management, a leading financial planning practice in Kent.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Other info: Fast-paced environment with a focus on teamwork and client relationships.
- Why this job: Make a real difference by helping clients secure their financial future.
- Qualifications: Strong communication skills and a proactive attitude are essential.
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
Admin Assistant in Kent employer: Burfields House Wealth Management
Burfields House Wealth Management Ltd is an exceptional employer, offering a vibrant work culture where client focus and teamwork are paramount. Located in the picturesque Kent area, employees benefit from a supportive environment that encourages professional growth and development, alongside competitive remuneration and a commitment to work-life balance. Joining our team means being part of a respected practice within St. James’s Place Wealth Management, where your contributions truly make a difference in clients' lives.
Contact Detail:
Burfields House Wealth Management Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Admin Assistant in Kent
✨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 the company or at a networking event, be ready to introduce yourself and explain why you'd be a great fit for the team. Keep it friendly and enthusiastic!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Mention something specific from the interview to make it personal.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Burfields House Wealth Management.
We think you need these skills to ace Admin Assistant in Kent
Some tips for your application 🫡
Show Your Personality:When writing your application, let your friendly and enthusiastic nature shine through. We want to see the real you, so don’t be afraid to inject a bit of personality into your cover letter!
Tailor Your Application:Make sure to customise your CV and cover letter for the Admin Assistant role. Highlight any relevant experience and skills that match what we’re looking for, especially your communication and organisational abilities.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us see why you’d be a great fit for our team!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
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.
✨Showcase Your Communication Skills
As an Admin Assistant, you'll be the first point of contact for clients. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your telephone manner and ensure you come across as friendly and professional.
✨Demonstrate Your Organisational Skills
Prepare examples from your past experiences that highlight your organisational abilities. Whether it’s managing multiple tasks or maintaining tidy filing systems, be ready to discuss how you keep things running smoothly in a fast-paced environment.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you’ll be working with, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
