Financial Advisory Occupations salaries in Scotland

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

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

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

Mentor other team members, supporting complex cases and driving professional development. At least 5 years of experience delivering holistic financial planning…

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

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