Financial advisory occupations Work, Jobs in Scotland (with Salaries)

Financial Adviser
Foresters Financial —Scotland
- £28,842 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Sales
Client Services Administrator
Wren Sterling —Scotland
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
6d
Paraplanner / Experienced Financial Services Administrator
Advanced Financial Planning —Inverurie
- £32,000 - £35,000 a year
- Temporary
- Financial services
- In-person
- Life insurance
Quick apply
7d
Client Administrator
Evelyn Partners —Edinburgh
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Wealth Management Administrator
RGH‑Global Limited —Scotland
- £24,000 - £28,000 a year
- Full-time
- Customer service
- IT
- Communication skills
Trusts and Tax Administrator
DC Thomson —Dundee
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Financial Planning Administrator — route to Paraplanner and Adviser
Purpose Financial Planning —Edinburgh
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
1d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Financial Adviser
Foster Denovo —Glasgow
- Full-time
- Employee discount
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Mentoring
- Employee stock purchase plan
- Life insurance
Private Client Servicing Adviser
Swiss Life Global Solutions —Glasgow
- Annual leave
- Employee assistance programme
14d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- From £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply

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Financial Adviser

Foresters Financial -
Scotland

Apply Now

Job details

Full-time
£28,842 a year

Benefits

Company pension

Qualifications

Microsoft Excel
Microsoft Outlook
Sales
Financial services
Communication skills

Full job description

The Opportunity

We have an opportunity for you to join our growing team at Foresters Financial as a Field Based Financial Advisor, covering the Scotland region. This opportunity is home based.

Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database in your area, which you will build. Mainly dealing with warm leads or existing clients this is a targeted role, you will have a minimum of 4 customer appointments per day via MS Teams, which you are responsible for organising and scheduling your own appointments.

We are looking for individuals who have strong customer focussed skills and the desire to achieve goals. You must also be comfortable with study and exams.

What we require

Strong examples of sales experience.
Understanding of the financial services and products we provide.
Motivated by goals and drive to succeed.
Ability to build and maintain strong customer relationships
Professional approach
comfortable working towards targets and goals
Excellent communication and relationship building skills
able to work independently and manage your time effectively.
Working knowledge of MS Teams, Outlook and Excel and Word.

What we offer you

£28,842 basic salary (then on a tiered basis up to £41,200 basic)
Uncapped earning potential (OTE for first year up to £45,000)
25 days holiday plus bank holidays (opportunity to purchase more days)
3 weeks initial training then following ongoing studying to achieve CF1.
Pension scheme (we match up to 5% and pay in an additional 5%)
Life cover
A day per year to work with a charity of your choice.
Healthcare Cash Plan
Wellbeing support scheme

Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.

The start date for this role is 7th September. You must be available for the first 3 weeks for training in person, based in Essex, travel accommodation and food is paid for.

You will also have an exam to complete after 5 months. Our referencing process will include 6 years references and financial and criminal record checks. Should you have owned your own company before this must be declared.

INDLOW

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

Apply Now

Refine Your Search

financial advisory occupations jobs in scotland

Financial Adviser

Client Services Administrator

Paraplanner / Experienced Financial Services Administrator

Client Administrator

Wealth Management Administrator

Trusts and Tax Administrator

Senior IFA Administrator

Financial Planning Administrator — route to Paraplanner and Adviser

Client Services Associate

Financial Adviser

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Financial Planner

Pension Administrator

Paraplanner

Senior Pension Administrator

Associate Wealth Planner

Principal Pensions Associate

Private Client Servicing Adviser

Senior Paraplanner

Pensions Administrator

I want to receive the latest job alerts for financial advisory occupations in scotland

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