At a Glance
- Tasks: Be the friendly face of our office, managing calls and client interactions.
- Company: Join a well-established wealth management practice focused on client relationships.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a bonus scheme.
- Other info: Experience in administration is a plus, but not required; training provided.
- Why this job: Make a real difference in clients' lives while developing your professional skills.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 25000 - 30000 £ 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.
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: Job Search Place Limited
Burfields House Wealth Management Ltd is an exceptional employer, offering a supportive and dynamic work environment in the picturesque setting of Kent. As an Admin Assistant, you will benefit from a strong team culture, ongoing training and development opportunities, and a generous benefits package including annual leave, private medical insurance, and a bonus scheme. Join us to make a meaningful impact in clients' financial futures while enjoying a workplace that values your contributions and fosters professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Admin Assistant in Goudhurst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Job Search Place Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Admin Assistant in Goudhurst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Job Search Place Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Job Search Place Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Job Search Place Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Job Search Place Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Job Search Place Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Job Search Place Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
