Jobs from Nelson-Scott

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information...

To competently provide financial advice, to clients within FCS rules and the firms procedures and to contribute to the strategy and business projects of the firm. Identify and contact potential clients. Gather sufficient client information and identify...

Go to similar: Adviser jobs

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information...

This UK Regional Wealth Manager requires an Investment Assistant to · Delivery of client dealing is key to managing our clients investments · Awareness of processes and the ability to amend and adapt processes to improve efficiency and recognise the ever-changing...

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An opportunity has arisen to in our Leatherhead Wealth Management for a ambitious developing administrator to join our Client Relationship Manager Team. This role is available as: Hybrid working, with the option of working both remote and from our Leatherhead...

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This growing and ambitious firm based in prestigious offices near Westminster provide independent financial advice and manage investment portfolios for Private Clients and their families. They are looking for an Office Manager while supporting the three...

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Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

To help drive the profitability of the Fund Finance Group of this Global Banking Group and limit loss exposure via accurate and efficient management of the fund finance loan portfolio, including new loans booked in line with policies. To master the Groups...

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What will you be doing? We’re seeking a talented individual to join our New Business and Servicing team, in our Liverpool hub. As a New Business Executive, you will engage with a wide variety of colleagues and building relationships both internally and...

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What will you be doing? We’re seeking a talented individual to join our New Business and Servicing team, in our Liverpool hub. As a New Business Team Sales Manager, you will lead and motivate the New Business Team based in Liverpool. The purpose of this...

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Working for this UK Investment and Wealth ,,you will be primarily to be responsible for the production and publication of performance returns for the firm. To assist with the calculation of composite performance returns for our various services and to...

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Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

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The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities: Proactively...

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The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITIES Managing leads...

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OVERALL SUMMARY 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...

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Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

Go to similar: Paraplanner jobs

Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

Go to similar: Paraplanner jobs

Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

Go to similar: Paraplanner jobs

Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external)...

Go to similar: Paraplanner jobs

The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities: Proactively...

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The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities: Proactively...

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This is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in and...

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The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITIES Managing leads...

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Advice Services is a centre of excellence for Advice focused projects and management of the client experience. In this role, you will be managing or supporting centralised activities and projects as assigned by the Director, Advice Services. RESPONSIBILITIES...

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Advice Services is a centre of excellence for Advice focused projects and management of the client experience. In this role, you will be managing or supporting centralised activities and projects as assigned by the Director, Advice Services. RESPONSIBILITIES...

Go to similar: Manager jobs