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

Adviser Support

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 and Tenerden 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, checking, and inputting data on CFR's Collating client information Preparing illustrations and calculations Ensuring that the business obtained is being processed compliantly and in a timely way Chasing pipeline business from start to finish Liaising with third parties / paraplanners on a daily basis Providing general support to the adviser (dealing with emails and phone calls by responding, passing on messages or highlighting them for the adviser's attention, reminding the adviser of important tasks and deadlines, liaising with staff and clients) Attending, preparation and follow up actions for client meetings Producing adhoc reports for clients and dealing with and answering client queries

The Person

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a "can do" working style.

It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion Financial Services experience would be beneficial Excellent communication skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Strong working knowledge of excel, word and other Microsoft office programs Good time management and able to handle multiple projects

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. Birthday's - 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.