Job Description

Client Services & Office Coordinator is a key role combining administrative, client service, and office coordination responsibilities--ideal for someone who thrives in a varied and fast-paced environment.

Location: Dunfermline (Office-based initially, with option for hybrid working once fully trained and competent in the role)

Salary: Competitive, based on experience

Start Date: ASAP

Key Responsibilities

Be the first point of contact for client queries, providing excellent service Provide high-level administrative support to Financial Advisers Manage office operations and supplies to keep everything running smoothly Coordinate diaries, prepare client documentation, and process new business Maintain accurate client records using Intelliflo and Volume Support new client onboarding and ensure a smooth journey throughout Ensure compliance with FCA and GDPR requirements Support onboarding of new staff and admin team members Monitor and improve internal processes where needed

What We're Looking For

Ideally, 5+ years of administrative experience in a financial services setting However, we also welcome applications from; candidates with fewer years of experience but hold a strong knowledge of financial services, products, and clients servicing or highly experienced office managers or administrators from other industries who bring exceptional organisational skills, attention to details, and a commitment to excellent service Excellent communication and attention to detail Confident with Microsoft Office; Intelliflo and Volume knowledge a bonus but is not essential Proactive, adaptable, and able to manage priorities independently A team player with a focus on delivering an excellent client experience

What We Offer

A friendly, close-knit team environment A meaningful, people-focused role with room for growth A blend of client-facing and operational responsibilities Competitive salary and benefits
If you're ready to bring your organisational skills and people-first mindset to a client-focused financial planning firm, we'd love to hear from you.

Apply now with your CV and a short cover letter outlining your experience.

Job Types: Full-time, Permanent

Benefits:

Additional leave Company events Company pension Free parking Life insurance Private medical insurance Work from home
Schedule:

Monday to Friday No weekends
Ability to commute/relocate:

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

Do you hold either 5+ 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 office managers or administrators from another other industries who can bring exceptional organisational skills, attention to details, and a commitment to excellent service
Work Location: In person

Application deadline: 26/05/2025
Reference ID: Client Services & Office Coordinator - Dunfermline