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

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

£45,000 - £60,000 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

7 days ago

Receiving and handling internal and external telephone queries and where applicable becoming first point of contact for clients.

This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in…

Technical Expertise - Strong technical knowledge across complex planning areas, including investments, pensions, tax-efficient planning and estate planning.