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For Companies At a Glance
- 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.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: Experience in administration and proficiency in Microsoft Office.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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
About You
- 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
What’s on Offer
- 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
How to Apply
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
Seniority level
- Associate
Employment type
- Full-time
Job function
- Administrative
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Office Administrator employer: Kleboe Jardine Ltd
Contact Detail:
Kleboe Jardine Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for an Office Administrator role, and who knows? They might just have the inside scoop on openings at Reed Financial Planning.
✨Tip Number 2
Prepare for that interview! Research Reed Financial Planning and understand their values and services. Think about how your skills can support their mission of providing excellent client service. We want you to shine!
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions for administrative roles and be ready to showcase your organisational skills and attention to detail. We believe in you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Reed Financial Planning. Let’s get you that job!
We think you need these skills to ace Office Administrator
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, 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 both your CV and cover letter, demonstrate your high attention to detail. This could be through examples of how you've maintained accurate records or handled confidential information in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
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 how your experience aligns with what they’re looking for.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and ensured everything ran smoothly, as this will highlight your suitability for the position.
✨Brush Up on Microsoft Office Proficiency
Given the emphasis on Microsoft Office Suite, it’s a good idea to review your skills in Word, Excel, PowerPoint, and Outlook. If you can, bring along examples of documents or reports you've created in these applications. This will not only show your proficiency but also your readiness to hit the ground running.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, or specific challenges the office faces. This shows your genuine interest in the role and helps you assess if it’s the right fit for you, too!
