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

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

2 days ago

Provide full administrative support to senior staff and client-facing teams, ensuring smooth day-to-day operations - Manage client communications via telephone,…

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

£45,000 - £60,000 a year

Adept at driving sales growth and exceeding targets. QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional…

1 day ago

Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds…