Salary: Up to £18,000 per annum, depending on experience
Employer: Scotia Wealth Management
Closing Date: Tuesday 31 October
Based in a small team in our busy office in Leith, you will undertake a variety of administrative and financial planning tasks including processing mail, data input and interaction with clients and insurance companies. You will work towards SVQ Level 3 in Business and Administration.
Scotia Wealth Management is a small but growing independent financial adviser (IFA) firm based in Leith, offering a comprehensive financial planning service for our clients’ mortgage, pension and investment needs.
Working in a small team, predominantly office based initially. We are currently working a mixture of home and office although we will be looking to return to the office in the future. Longer term flexible working arrangements are available with suitable technology to allow home working.
What might a day in this role look like?
Our aim is that you will work with our paraplanners to develop the ability to write reports under the supervision and guidance of our Financial Advisers. You will cover all aspects of financial planning and no two days will be the same.
What will I learn?
What qualifications/skills are required?
Ideally, you will have a basic understanding of the financial services industry and have an awareness of investments.