Financial Advisory Occupations salaries in Scotland

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

From £35,000 a year

6 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

9 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.

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

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