Financial Advisory Occupations salaries in Scotland

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

Mentor other team members, supporting complex cases and driving professional development. At least 5 years of experience delivering holistic financial planning…

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

£45,000 - £60,000 a year

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…

Liaise with Wealth Managers, Administrators, and product providers to ensure the smooth delivery of advice and implementation.

Liaising with scheme members via email, letter, and telephone, ensuring professional and efficient query resolution.