Jobs from Nelson-Scott

You would be providing full administrative support to two advisers, with a focus on efficiency, professionalism, quality and accuracy. Your duties would include: - Acting as a main point of contact for clients and providers Preparing portfolio valuations/reviews...

Responsibilities Review, oversee and manage the daily operations and activities of the support team Ensure business operations are efficient in terms of use of resources and being able to meet client and management expectations Work with the Directors...

Responsibilities Review, oversee and manage the daily operations and activities of the support team Ensure business operations are efficient in terms of use of resources and being able to meet client and management expectations Work with the Directors...

Our client has an excellent opportunity to join their Client Services team as a Financial Services Administrator, working alongside a team of Paraplanners, Financial Advisors and other Administrators. The role of the Financial Services Administrator in...

Our client has an excellent opportunity to join their Client Services team as a Financial Services Administrator, working alongside a team of Paraplanners, Financial Advisors and other Administrators. The role of the Financial Services Administrator in...

Role Overview Undertake all aspects of administration following the death of a client in respect of funds managed, covering all client types. Key Responsibilities General Undertake all stages of the Bereavement Administration process from initial notification...

The Service Manager will establish formal service review meetings between the Front office and the operations functions. The successful candidate will work with key managers and teams within operations to create a management information and service review...

Paraplanner Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the philosophy. Support Planner's in developing and maintaining a library...

We are a growing recruitment company specialising in financial services recruitment. We would like to recruit a consultant who has a demonstrable track record and is comfortable splitting their working week 50/50 between consultancy and business development...

Investment Management Team Coordinator Do you have experience supporting wealth managers? Experience working in an IFA? Are you looking for a role where you will work with highly successful professionals, gaining experience in the third-largest UK wealth...

Investment Management Team Coordinator Do you have experience supporting wealth managers? Experience working in an IFA? Are you looking for a role where you will work with highly successful professionals, gaining experience in the third-largest UK wealth...

Investment Management Team Coordinator Do you have experience supporting wealth managers? Experience working in an IFA? Are you looking for a role where you will work with highly successful professionals, gaining experience in the third-largest UK wealth...

Objective: To take responsibility for leading the set up of assigned Clinical Studies/Programme/s to successful delivery of outcomes through key development milestones according to corporate strategy. Financial management of assigned clinical studies/programme/s...

Job Description Prepare written advice and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner...

Report writing Dealing with technical queries Product and Fund research in conjunction with Research Analyst Packaging reports:- - Proof reading reports - Printing reports - Obtaining illustrations, key features, KIIDS and any other associated documents...

Paraplanner Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the philosophy. Support Planner's in developing and maintaining a library...

Paraplanner Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the philosophy. Support Planner's in developing and maintaining a library...

The Executive Account Manager will provide critical support to Investment Managers. He/she may have line management responsibilities for Account Managers and will be responsible for team progression. He / she will act as a key point of contact and for...

The Service Manager will establish formal service review meetings between the Front office and the operations functions. The successful candidate will work with key managers and teams within operations to create a management information and service review...

The Service Manager will establish formal service review meetings between the Front office and the operations functions. The successful candidate will work with key managers and teams within operations to create a management information and service review...

The role We are actively recruiting an experienced Python software engineer to join our growing technology team, to be based at our Southampton; combined with arrangements of working a proportion of the working week remotely post COVID. The successful...

Job Description Prepare written advice and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner...