Financial Advisory Support Occupations salaries in Scotland

Good communication skills and telephone manner. Caledonian Financial Management are a firm of highly qualified Financial Advisors based in East Kilbride.

£20,000 - £21,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Previous experience working in a busy administrative role within an advisory environment. Experience in dealing with high net worth clients.

Knowledge of financial products and plans. Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.

Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression. Provide advice on less complex matters.

£40,000 - £50,000 a year

2 days ago

Managing a wide range of pension administration activities, including leavers, data updates, setting up benefits into payment, and responding to member…