Financial Advisory Occupations salaries in Scotland

Experience with private client administration, including exposure to trusts, executries, inheritance tax, personal tax, or wealth planning.

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

13 days ago

Ensuring the accurate updating of time recording system (Virtual Office) for both chargeable and non- chargeable activities and meeting required utilisation…

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…

This role is suitable for those looking for their first professional opportunity after school or university. Suitable for school leavers or graduates.

Ensure accurate time tracking of both chargeable and non-chargeable activities and meet utilisation targets. Sign off non-standard letters in response to client…