Skip to main content
Post your CV and find your next job on Indeed!

Private Secretary jobs in Kent

Sort by: -
    • James’s Place Wealth Management plc (SJP) a leading, and highly regarded, Wealth Management company which distributes a range of Investment and Retirement…
    • This role is essential in ensuring the smooth operation of daily activities and client management, providing administrative support and coordinating with teams…
    • This role involves providing essential administrative assistance to ensure the smooth functioning of board activities and meetings.
    • This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven and working closely with our…

Job Post Details

Admin Assistant - job post

Burfields House Wealth Management
Goudhurst TN17 1AE
Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Goudhurst TN17 1AE

Benefits

Pulled from the full job description

  • Paid training
  • Annual leave
  • Company pension
  • Paid volunteer time
  • Private medical insurance
  • Cycle to work scheme

Full job description

Job Advert

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, 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


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.

Let Employers Find YouUpload Your Resume