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.
- 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 24300 - 29700 £ 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
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
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.
Office Administrator employer: Kleboe Jardine Ltd
Our client is an exceptional employer, offering a supportive and dynamic work environment where employees can thrive in the manufacturing of diagnostic products that significantly impact patient care. With comprehensive training provided in Good Manufacturing Practice (GMP) and a focus on teamwork and quality, this role not only allows for personal growth but also fosters a sense of purpose in contributing to healthcare advancements. Located in a modern facility, employees enjoy a structured yet varied workday, making it an ideal place for those passionate about building a long-term career in medical device manufacturing.
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator
✨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.
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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 Kleboe Jardine Ltd. 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 Office Administrator
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 Kleboe Jardine Ltd.
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 Kleboe Jardine Ltd'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 Kleboe Jardine Ltd
✨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 Kleboe Jardine Ltd.
✨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 Kleboe Jardine Ltd 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 Kleboe Jardine Ltd 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.
