Financial Advisory Occupations salaries in Scotland

Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact. Place trades on the firm’s dealing platform based on…

£30,000 - £35,000 a year

Ensuring the accurate updating of time recording system (Virtual Office) for both chargeable and non- chargeable activities and meeting required utilisation…

8 days ago

Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.

£32,000 - £37,000 a year

This role is suitable for those looking for their first professional opportunity after school or university. Suitable for school leavers or graduates.

Minimum of 2-3 years’ experience in a Financial Services company. Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual…

Professional telephone manner, as you will frequently interact with high‑net‑worth clients. Respond promptly and professionally to queries from Investment…