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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.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- 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
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.
Office Administrator in Scotland 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 Scotland
✨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 firms like Reed Financial Planning.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on client service. Think about how your skills can support their mission and be ready to share specific examples from your past experiences.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. This will help you feel more confident and articulate when discussing your organisational skills and attention to detail, which are key for the Office Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Office Administrator in Scotland
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 Reed Financial Planning. Mention your organisational skills and how you can support their team in delivering outstanding client service.
Showcase Your Attention to Detail: In both your CV and cover letter, demonstrate your high attention to detail. This is crucial for maintaining accurate client records and handling confidential information, so give examples of how you've excelled in this area before.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
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, be prepared to discuss specific examples from your past experiences. Think of times when you successfully managed multiple tasks or improved office processes. This will highlight your ability to thrive in a busy environment, which is crucial for this position.
✨Demonstrate Your Tech Savvy
Reed Financial Planning values proficiency in Microsoft Office Suite. Brush up on your skills in Word, Excel, and Outlook, and be ready to discuss how you’ve used these tools in previous roles. If you have any experience with data entry or compliance documentation, make sure to mention that too!
✨Prepare Questions to Ask
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, the company culture, or how success is measured in the role. This shows your genuine interest in the position and helps you determine if it’s the right fit for you.