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...
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...
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