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. 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.
While this role has been created to provide maternity leave cover, we are continuing to invest in and grow our team, so there may be an opportunity for the successful candidate to remain with us on a permanent basis in the future.
Location: Dunfermline (Office-based)
Salary: Competitive, based on experience
Start Date: As soon as possible
How to Apply: 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
Please submit your CV along with a short written statement (approximately 300-500 words). The written statement forms an important part of the application process and should address the following:
- 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.
Applications submitted without a written statement may not be considered.
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 applicants to read it carefully before interview to ensure they are comfortable with the level of organisation, attention to detail and responsibility required in the role.
Benefits:
- Additional leave
- Company events
- Company pension
- Free parking
- Life insurance
- Private medical 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 short written statement. In your statement, please ensure you 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.
Work Location: In person
