Office Administrator

Kleboe Jardine Ltd; West Linton; On-site; GBP 21,000 - 29,000; Full time

Benefits offered by this job

Private medical insurance

Pension contribution

Death in service cover

Job summary

A client-focused financial planning firm in West Linton is seeking a highly organised Office Administrator to support Financial Planning Consultants. Responsibilities include managing diaries, preparing client documents, and acting as the first point of contact for clients. The ideal candidate has strong Microsoft Office skills and experience in a busy office environment. This full-time role offers a supportive workplace and competitive salary with benefits.

Qualifications

• Proven experience in an administrative role within a busy office environment.
• Professional, discreet, and able to handle confidential information.
• Able to work on-site.
• High attention to detail and accuracy
• Professional, discreet, and able to handle confidential information
• Able to work on-site

Responsibilities

• Provide administrative support to Financial Planning Consultants.
• Manage diaries, coordinate meetings, and organise appointments.
• Prepare, format, and process client documents.
• Act as first point of contact for clients.
• 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

Skills

Proficiency with Microsoft Office Suite

Organisational skills

Attention to detail

Time management

On-site work

Job description

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 [e-mail]

Seniority level

• Associate

Employment type

• Full-time

Job function

• Administrative