Planning administrator Work, Jobs in Dunfermline, Fif (with Salaries)

Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
2d
Harvesting Business Support Administrator
Tilhill Forestry —Dunfermline
- Full-time
- IT
- Communication skills
- Office experience
Quick apply
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrator
GXO Logistics —Newbridge
- £27,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Employee assistance programme
- Employee discount
Administrator (with Social Media experience)
J&T Business Consulting —Dunfermline
- £28,000 a year
- Social media management
Quick apply
1h
Project and Accounts Administrator (Part-Time)
Chamberlain McBain —Edinburgh
- £25,355 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Workshop Administrator
Northgate Vehicle Hire —Broxburn
- £16,902 a year
- Monday to Friday
- Employee discount
Quick apply
Finance Systems Administrator - 9 month FTC
Trainline —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- ERP systems
Accounts, Payroll and Marketing Administrator
McLeod Glaziers (Perth) Ltd —Perth
- Overtime
- Social media management
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
14d
Office Administrator
MAM Contracting Ltd —Crieff
- £28,500 - £33,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Free parking
- Life insurance
Quick apply
QA Administrator
RoslinCT EU —Edinburgh
- Microsoft Word
- Bachelor's degree
- IT
- Annual leave
- Employee discount
13d
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Communication skills
Learning and Teaching Administrator
University of Stirling —Stirling
- £24,215 - £26,093 a year
- Part-time
- Administrative experience
- University
- Organisational skills
POD Administrator
Fowler Welch —Broxburn
- £25,815 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Salesforce Administrator (Specialist)
Wood Mackenzie Limited —Edinburgh
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- APIs
Quick apply
Associate Post Transaction Consultant
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Senior Treasury Administrator
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Oracle
- IT
- Annual leave
- Flexible schedule
3d
Specialist Clinical Pharmacist, Mental Health (LW)
NHS Scotland —Dunfermline
- £52,845 - £61,466 a year
- Travel
9d
Transport Planner
Proximo Holdings Limited —Airdrie
- £30,000 a year
- Full-time
- Referral programme
Quick apply
8d
TRACC Clinical Lectureships 2027 intake
University of Edinburgh —Edinburgh
- Full-time
- Doctoral degree
- English
- Annual leave
- Employee discount
14d

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planning administrator jobs near dunfermline, fif

Financial Planning Administrator — route to Paraplanner and Adviser

Purpose Financial Planning
Edinburgh

Quick apply

Job details

Full-time | Part-time upon request
£26,000 - £30,000 a year
2 days ago

Benefits

Casual dress
Employee mentoring programme
Financial planning services
Company pension
Work from home
Paid volunteer time
Flexible schedule
Life insurance
Referral programme

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Financial services
Communication skills
Certificate in Insurance

Full job description

Purpose Financial Planning is an independent financial planning firm in Edinburgh, working with clients across the UK. We help individuals, families and business owners organise their money around the lives they actually want - retirement and pension planning, investments, protection, and estate and inheritance tax planning. We also do corporate work: workplace pension schemes, salary sacrifice arrangements, and financial planning clinics for employers who want their staff to get proper advice rather than a leaflet. The firm is led by Andy Reynolds, Chartered Financial Planner and Fellow of the Personal Finance Society.

We're deliberately small and advice-led: no in-house products, no sales targets, no restricted panel. Independent means independent.

The role

This is the first hire of its kind, so you'll shape it. You'll take the administration off the adviser's desk and, over time, take on as much of the technical work as you want to.

Day to day:

Preparing client meeting packs, valuations and documentation
Keeping the CRM and client records accurate and up to date
Processing new business, applications, transfers and policy amendments on platforms such as Fundment and Transact
Chasing providers for information - pension schemes are slow, and part of this job is being politely relentless
Supporting compliance: file checks, record-keeping and audit trails
Handling client enquiries by phone and email, professionally and promptly
Gathering and organising data ahead of advice being given

As you develop, that broadens into cash flow modelling, research, and drafting suitability reports - the paraplanning work.

Where this goes

If you want to progress, we'll back you properly:

Exams fully funded (first attempt only, resit costs met by the candidate). R0 series through to Diploma, and on to Chartered if that's your ambition. Study support, not just the invoice paid.
Route to Paraplanner, and to Adviser after that if that's what you want. In a small firm you can see the whole client journey from first meeting to implementation to annual review, which is how people actually learn this job.
Direct, daily mentoring from a Chartered Financial Planner. No layers between you and the technical work.

Equally, if you want to be an excellent administrator and stay there - that's a genuinely valuable career and we'll pay for it accordingly. No pressure either way.

Flexibility

We're small, so we can be sensible about this:

Full-time or part-time - tell us what works and we'll look at it seriously
Roughly 50% in the Edinburgh office, 50% wherever suits you
Flexible hours around school runs, appointments and real life
Compressed weeks, term-time patterns, staggered start times - all discussable

We care about the work being done well, not about where you were sitting when you did it.

What we're looking for

Financial services experience is welcome but not essential. What matters:

Genuinely organised, with the attention to detail that regulated work demands
Clear, confident written and verbal communication; you'll be speaking directly to clients
Comfortable with numbers and able to spot when something doesn't look right
Competent with Microsoft 365, particularly Excel and Word; quick to pick up new systems
Able to prioritise and see things through without being chased

Useful if you have it: prior financial planning, wealth management, mortgage or paraplanning experience; existing CII/CISI qualifications or progress towards them; experience with adviser platforms or CRM systems.

Package

£26k - £30k dependent on experience
Discretionary bonus scheme
All professional exams and membership funded
25 days holiday plus bank holidays
5% employer pension contribution.

Practicalities

This is an FCA-regulated business, so appointment is subject to the usual screening and references. We're unable to offer visa sponsorship, so you'll need existing right to work in the UK.

Ideal start date - Sept/Oct 2026

To apply, send a CV and a short note about why this one to [email protected]. If you're not sure you tick enough boxes, apply anyway. I'd rather read the note.
We'll aim to come back to everyone we shortlist within one week. If you haven't heard from us by then, assume you've not been successful this time - but thank you for taking the time to apply.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Casual dress
Company pension
Employee mentoring programme
Financial planning services
Life insurance
Paid volunteer time
Referral programme
Work from home

Work Location: Hybrid remote in Edinburgh EH2 4AN

Quick apply

Refine Your Search

planning administrator jobs in dunfermline, fif

Financial Planning Administrator — route to Paraplanner and Adviser

Harvesting Business Support Administrator

Client Administrator

Administrator

Administrator (with Social Media experience)

Project and Accounts Administrator (Part-Time)

Workshop Administrator

Finance Systems Administrator - 9 month FTC

Accounts, Payroll and Marketing Administrator

Office Administrator

QA Administrator

Wealth Management Administrator

Learning and Teaching Administrator

POD Administrator

Salesforce Administrator (Specialist)

Associate Post Transaction Consultant

Senior Treasury Administrator

Specialist Clinical Pharmacist, Mental Health (LW)

Transport Planner

TRACC Clinical Lectureships 2027 intake

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