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

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…

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

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

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

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

6 days ago