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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Hybrid working - excellent benefits - discretionary annual bonus The role of the Client Service Executive is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed effic...
You will work within our Wealth Management team supporting Financial Advisors and Paraplanners by using the XPlan back-office system to process and report client transactions and needs Develop a strong understanding of investment, insurance and pensi...
Role Title: Support Team Leader Join our vibrant team, where we believe in the power of people to drive success. We’re on the lookout for a dynamic individual to lead our exceptionally talented client support administrative team. Picture yourself in ...
Purpose of the function To be responsible for the production and validation of portfolio performance & risk measurement Key accountabilities • Have a good understanding of performance methodologies including the construction of composite performance ...
Mortgage Administrator We are looking for an experienced Mortgage Administrator to join our friendly sussex based team. Role Specifics You understand and appreciate that a successful administrator helps the adviser to win referrals by proactive clien...
New business submission and tracking to conclusion Day to day client management, processing any queries which may arise Processing investment trades, fund switches, and contribution/income requests Liaising with clients, product providers, and other ...
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...
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