Financial Advisory Occupations salaries in Scotland

As a key member of our team, you will be responsible for providing high-level administrative support while also managing a wide range of financial services…

£27,000 - £30,000 a year

8 days ago

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

Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression. Provide advice on less complex matters.

£40,000 - £50,000 a year

8 days ago

Use cash flow tools, where appropriate, to bring the clients financial situation to life. To recommend, where appropriate, and deliver an outstanding review…

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