Financial Advisory Occupations salaries in Scotland

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

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

1 day ago

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

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

Minimum of 2-3 years’ experience in a Financial Services company. Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual…

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…