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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Ensure that all tasks are completed in a timely manner, and that exceptions, issues and related items are identified and resolved timely. RESPONSIBILITIES Perform the administration of CASS related activities. Production of internal and external cash...
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...
hybrid working Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. The overall client onboarding team is driven by front office (who ...
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...
This leading Wealth Manager is looking for a Fund Research Admin to work in their Investment division , to provide administrative support to our Fund Research team, facilitating them in producing quality research content and administering fund-based ...
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...
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...
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