Nelson Scott provide Financial Services Recruitment to the Wealth Management, Financial Planning, Investment and Asset Management sectors.
We specialise in all Financial Services roles including Financial Advisor, Paraplanner, Compliance, Investment Manager, Front, Middle and Back office roles including Administration and Sales Support.
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To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with...
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with...
Collating of client data to provide a detailed client overview. Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions. Use of risk profiling and fund analysis tools to provi...
To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis. RE...
Working for this regional lawyers and solicitors, this senior appointment incorporates extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. The role will include c...
An excellent and exciting opportunity has arisen for a Senior Tax and Trust Executive to join our firm. Role Overview This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the pre...
The role ensures client on-boarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITIES Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client querie...
The role ensures client on-boarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITIES Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client querie...
As an Customer Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts. Working as part of an energetic, professional and friendly team who predominantly provide dedicated su...
Our client is looking for an IFA Administrator to join the team. The role offers hybrid working - 2 days per week in the office and the rest of the week based at home. The role will report to the Head of Client Services. It is a critical post that ca...
To support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain information on existing policies; this will includ...
Responsible for providing company secretarial services to a portfolio of clients. The role will include providing company secretarial services to existing and prospective new funds, both private and listed, working with the relevant listing authoriti...
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