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- Tasks: Support financial consultants and ensure smooth office operations.
- Company: Reed Financial Planning, a trusted firm in West Linton.
- Benefits: Competitive salary, private medical insurance, and pension contributions.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience in administration and strong Microsoft Office skills.
The predicted salary is between 30000 - 40000 £ per year.
Kleboe Jardine is delighted to be working with Reed Financial Planning to recruit a highly organised and proactive Office Administrator. Reed Financial Planning is a trusted, client-focused financial planning firm based in West Linton, on the outskirts of Edinburgh. They provide tailored financial advice and planning solutions to individuals, families, and businesses, helping them secure a confident financial future. The experienced team pride themselves on excellent service, building long-term relationships, and supporting clients through every stage of their financial journey.
This is a pivotal role supporting the Financial Planning Consultants and Advice Support team, ensuring the smooth running of the office and delivering outstanding client service. This full-time, on-site position is based in West Linton, offering the chance to work closely with senior colleagues and play an important part in the continued success of a respected financial planning firm.
Key Responsibilities- Provide administrative support to Financial Planning Consultants and the Advice Support team
- Manage diaries, coordinate meetings, and organise appointments
- Prepare, format, and process client documents, reports, and financial statements
- Act as first point of contact for clients, handling calls, emails, and correspondence
- Maintain accurate client records and files in line with regulatory standards
- Liaise with clients and external providers to ensure excellent service delivery
- Support compliance documentation and reporting requirements
- Assist with updating internal systems, data entry, and office processes
- Proven experience in an administrative role within a busy office environment
- Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent organisational and time management skills
- High attention to detail and accuracy
- Professional, discreet, and able to handle confidential information
- Able to work on-site
- A supportive, collaborative working environment
- Opportunity to work closely with experienced financial professionals
- Competitive salary package (based on skills and experience)
- Private medical insurance, pension contribution, and death in service cover
- A professional workplace where your contribution is valued
If you’re highly organised, detail-driven, and enjoy supporting a professional team, we’d love to hear from you. Please send your CV and covering letter to nf@kleboejardine.com.
Office Administrator in Linton employer: Kleboe Jardine Ltd
Contact Detail:
Kleboe Jardine Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Administrator in Linton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector or join relevant groups on social media. You never know who might have the inside scoop on job openings at Reed Financial Planning.
✨Tip Number 2
Prepare for the interview by researching Reed Financial Planning and their services. Show us that you understand their client-focused approach and how you can contribute to their mission of securing a confident financial future for clients.
✨Tip Number 3
Practice common interview questions, especially those related to administrative tasks and client interactions. We want to see how you handle real-life scenarios, so think of examples from your past experiences that highlight your organisational skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team at Reed Financial Planning.
We think you need these skills to ace Office Administrator in Linton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administrative experience and proficiency with Microsoft Office Suite, as these are key for the Office Administrator role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team at Reed Financial Planning. Mention your organisational skills and how you can contribute to their client-focused approach.
Showcase Your Attention to Detail: In a role that requires high accuracy, it's essential to demonstrate your attention to detail. Make sure there are no typos or errors in your application materials, as this reflects your professionalism.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Kleboe Jardine Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Office Administrator role. Familiarise yourself with the key responsibilities listed in the job description, such as managing diaries and preparing client documents. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained accuracy under pressure, as these are crucial skills for the job.
✨Brush Up on Microsoft Office Proficiency
As the job demands strong proficiency in Microsoft Office Suite, take some time to refresh your skills, especially in Word, Excel, and Outlook. You might be asked about specific functions or features during the interview, so being able to speak confidently about your experience with these tools will give you an edge.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask your interviewers. Inquire about the team dynamics, the company culture at Reed Financial Planning, or how they measure success in the Office Administrator role. This shows your enthusiasm and helps you determine if the company is the right fit for you.