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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