Job Description

About Us

Lowland Financial Services Ltd is a well-established financial planning firm with nearly 25 years of experience. In April 2025, we proudly merged with Macbeth Currie Financial Services, strengthening our presence and operations in Dunfermline. We specialise in providing high-quality, personalised advice, focusing on excellent client outcomes rather than high volumes.

The Role

We are expanding our team with an additional Administrator to join our Dunfermline office. This role is central to supporting both our advisers and clients, and you'll act as the first point of contact in the office. You'll play a vital part in keeping things running smoothly day-to-day -- answering calls, booking appointments, and handling client administration -- while also supporting clients across both of our office locations.

What makes this role exciting is that it's designed to develop. Once established, you'll take on responsibility for preparing and managing your own set of client reviews, offering a clear path for growth and personal development.

Location: Dunfermline (Office-based)

Salary: Competitive, based on experience

Start Date: As soon as possible

Key Responsibilities

Be the first point of contact for clients -- answering calls, booking appointments, and handling queries. Monitor enquiry inboxes and respond to emails promptly. Record and maintain accurate client data in our CRM systems (Intelliflo and Papercloud). Prepare documentation and information for client meetings. Submit applications to providers and track progress. Create and update reports for advisers. Support the processing of new business, withdrawals, fund switches, and client changes. Ensure all work follows FCA, GDPR and company policies. Provide support to colleagues across both offices, with occasional travel to our Galashiels office .

What We're Looking For

Previous experience in an administrative role (financial services helpful but not essential). Strong attention to detail and accuracy. Confident communicator, both written and verbal. Proficient with Microsoft Office (especially Excel). Able to work on your own initiative as well as part of a team.

Desirable

Knowledge of pensions, investments, mortgages, or protection products. Experience with Intelliflo or similar systems. Understanding of compliance in a regulated environment.

What We Offer

Competitive salary and benefits. Inclusion in the company's Group Schemes (after successful completion of probation and subject to scheme terms). Full training and support, including internal systems and processes.

Please note there may be a requirement to travel to our Galashiels office on occasion during your training period.

Supportive, friendly team and a varied role at the heart of a growing business. Opportunities for career development -- including responsibility for managing your own set of client reviews.

How to Apply

Please apply with your CV and a short cover letter/written statement. In your statement, please include:

Why you are interested in this role. The skills and experience you would bring to the position. How you ensure accuracy and attention to detail when handling sensitive information.
As part of our recruitment process, shortlisted applicants will be invited to interview. This will give you the opportunity to demonstrate the key skills needed for the role, including strong organisation, clear communication, accuracy, problem-solving, and the ability to manage sensitive information with discretion. These are essential in our business, where we support clients with important financial decisions and handle complex administrative tasks with care and attention to detail.

The full job description will be shared with shortlisted candidates. We encourage you to read it carefully at that stage to ensure you are comfortable with the level of focus, attention to detail, and responsibility required.

Job Types: Full-time, Permanent

Benefits:

Additional leave Company events Company pension Free parking Life insurance Private medical insurance Work from home
Ability to commute/relocate:

Dunfermline KY12 7SL: reliably commute or plan to relocate before starting work (preferred)
Application question(s):

Do you hold either 2+ years of administrative experience in a financial services setting, fewer years of experience but hold a strong knowledge of financial services, products, and clients servicing or are you a highly experienced administrators from another other industry who can bring exceptional organisational skills, attention to details, and a commitment to excellent service
Work Location: In person