Financial Advisory Occupations salaries in Scotland

Use cash flow tools, where appropriate, to bring the clients financial situation to life. To recommend, where appropriate, and deliver an outstanding review…

Other duties will entail answering phone calls, scanning, opening, sorting and distributing mail and greeting clients who visit the office.

£14,560 - £23,150 a year

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

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

Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Experience liaising with clients and trustees.

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships.