Financial Advisory Support Occupations salaries in Springburn, GLG

Minimum 2 years' experience in a financial planning, wealth management, or IFA administration role. Intelliflo Office: 2 years (required).

From £35,000 a year

4 days ago

Previous experience working in a busy administrative role within an advisory environment. Experience in dealing with high net worth clients.

14 days ago

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

We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

£24,000 - £32,000 a year

Communicating with clients and scheme members on complex queries when required via letter, email and telephone. Experience liaising with clients and trustees.

The ideal applicant will be Level 4 qualified and will have some experience of dealing with high net worth financial planning scenarios; Chartered status would…