Financial Advisory Support Occupations salaries in Scotland

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

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

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

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

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

At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. Pension qualification such as CII or PMI, or equivalent experience.