Financial services Work, Jobs in Dunfermline, Fif (with Salaries)

Administrator
Lowland Financial Services Ltd —Dunfermline
- Temporary
- CRM software
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
Client & Acquisitions Executive
Atkinsons Bullion & Coins —Edinburgh
- £32,000 - £35,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Computer skills
- Health & wellbeing programme
- Sick pay
Quick apply
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
LOAN OFFICER (IFS)
DSL Business Finance Ltd —Edinburgh
- £25,500 - £32,000 a year
- Full-time
- Hybrid work
- Basic maths
- Business development
- Travel
- Free parking
- Flexitime
Quick apply
8d
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Trainee Valuer
Lothian Valuation Joint Board —Edinburgh
- £29,493 - £42,887 a year
3d
Practice Administrator
Calderwood Financial —Linlithgow
- £25,500 - £28,000 a year
- Part-time
- Salesforce
- Accounting
- Front desk
- Referral programme
- Sick pay
Quick apply
1d
Bank of Scotland - Customer Support - Livingston
Lloyds Banking Group —Livingston
- £20,960 - £26,200 a year
- Part-time
- Banking
2d
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Master's degree
- Business
- Leadership
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Operations analyst - Payments
SECCL —Edinburgh
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee discount
1d
Bridging and Development Case Manager
BuildLoan —Livingston
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Case management
- Organisational skills
- Free parking
- Annual leave
Quick apply
Billing Associate
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
14d
Annuity ALM Specialist
M&G plc —Stirling
- Full-time
- Analysis skills
- Communication skills
- Annual leave
4d
Finance Assistant
Optos —Dunfermline
- Computer skills
- Accounting
- Time management
- Annual leave
Customer Service - Personal Banker
National Westminster Bank PLC —Livingston
- From £27,090 a year
- Communication skills
- Banking
- Annual leave
22h
Pensions Administrator
Falkirk Council —Larbert
- £29,613 - £31,812 a year
- Temporary
- Hybrid work
- Computer literacy
- Computer skills
10d
Head of Credit, Edinburgh or London
Hampden Bank —Edinburgh
- Team management
- Training & development
- Leadership
- Annual leave
- Employee assistance programme
IFA Client Support
Whyte Sharp Independent —Edinburgh
- From £26,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Governance & Reporting Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Organisational skills
- Financial services

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Administrator

Lowland Financial Services Ltd
Dunfermline

Quick apply

Job details

Temporary | Full-time

Benefits

Free parking
Additional leave
Company pension
Work from home
Company events
Life insurance

Qualifications

CRM software
Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Report writing
Inbound customer enquiry call handling
Administrative support experience
Analysis skills
Appointment booking and call handling
Organisational skills
Financial services
Business Administration

Full 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 Fife. We specialise in providing high-quality, personalised advice, focusing on excellent client outcomes rather than high volumes. As our business continues to grow, we remain committed to investing in both our people and the service we provide to clients.

The Role
We are looking for an 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.

This position has been created to provide maternity leave cover and is initially offered on a temporary basis. However, as we continue to invest in and grow our team, there may be an opportunity for the successful candidate to remain with us on a permanent basis in the future.

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 particularly exciting is that it has been designed to develop. Once established in the position, you'll take on responsibility for preparing and managing your own portfolio of client reviews, providing a clear opportunity for growth and personal development.

Location: Dunfermline (Office-based)

Contract Type: Temporary, Full-time

Salary: Competitive, based on experience

Start Date: As soon as possible

How to Apply: please submit your CV & Written Statement (Further details below)

Closing Date: The closing date for applications is 9:00am on Monday 31 August 2026.

Interview Date: Shortlisted candidates will be invited to interview, which we anticipate will take place on Tuesday 8 September 2026.

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 . Any business travel expenses will be covered by the company.

What We’re Looking For

Previous experience in an administrative role (financial services experience is helpful but not essential as full training will be provided).
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.
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

To apply, please submit your CV along with a short written statement (approximately 300-500 words).

The written statement is an important part of the application process and helps us understand how your skills and experience make you a strong candidate for the role. In your statement, please address:

Why you are interested in this role.
The skills, experience, and personal qualities you would bring to the position.
How you ensure accuracy and attention to detail when handling sensitive or confidential information.

Please note: applications submitted without a written statement will not be considered.

Recruitment Process

As part of our recruitment process, shortlisted applicants will be invited to interview. This will provide an opportunity to demonstrate the key skills required for the role, including:

Organisation and time management
Clear communication
Accuracy and attention to detail
Problem-solving
The ability to handle sensitive information with discretion

These skills are essential within our business, where we support clients with important financial decisions and manage complex administrative responsibilities with care and professionalism.

The full job description will be shared with shortlisted candidates. We encourage applicants to review it carefully before interview to ensure they are comfortable with the level of organisation, accuracy, responsibility, and attention to detail required for the role.

Benefits:

Additional leave
Company events
Company pension
Free parking
Life insurance
Work from home

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
Please confirm you have applied with your CV and a separate short written statement.

Work Location: In person

Quick apply

Refine Your Search

financial services jobs in dunfermline, fif

Administrator

Client & Acquisitions Executive

Assistant Banking Manager, Edinburgh

LOAN OFFICER (IFS)

Wealth Management Administrator

Trainee Valuer

Practice Administrator

Bank of Scotland - Customer Support - Livingston

Senior Specialist - Middle Office Client Services

Junior Investment Associate

Operations analyst - Payments

Bridging and Development Case Manager

Billing Associate

Annuity ALM Specialist

Finance Assistant

Customer Service - Personal Banker

Pensions Administrator

Head of Credit, Edinburgh or London

IFA Client Support

Governance & Reporting Associate

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