Jobs from Nelson-Scott

Leading Global Asset Manager requires a career orientated graduate with a 2.1 degree,who is looking to specialise in Resonsible Investments You will be supporting the Portfolio Managers and be responsible for implementing the Governance and Responsible Investment policies on a global basis This will involve...

Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different economic cycles. Our advice and investment capabilities have been recognised by a number of industry awards. We tailor our services...

A Leading UK Investment and Wealth Management Group have an opportunity for a Wealth Administrator. You should have 2 to 5 yearsof previous Financial Services experience. 1. Delivering the best possible first experience of the Group for potential clients · A representative of the business and first point...

Assistant Wealth Planner required to assist the Wealth Planners/Wealth Planning Associates with the delivery of Wealth Planning services to new and existing clients. The role can (but does not have to) be a platform to develop and achieve the necessary competencies and qualifications to be able to progress...

Wealth Planner required to provide financial planning services to new and existing clients Key Accountabilities • Deliver technically excellent financial planning advice to clients using their Wealth Planning processes • Proactively working with the Investment Managers to identify new Wealth Planning...

Title Financial Planner Date of description June 2017 Is this a controlled function? Yes - CF30 Purpose of the function To provide financial planning advice to new and existing clients with less complex financial planning needs and to take an active role in business development activities for the firm...

Expanding Investment and Wealth Manager have a career opportunity for a Wealth Planning Technical Manager, to be the technical expert of the Wealth Planning Team  To act as the technical expert within the team  To conduct centralised product research and assist the team with specific additional research...

This UK Regional Wealth Manager requires a Private Client Consultant to provide profitable, effective and compliant whole of market financial planning advice and ongoing servicing to the legacy client bank. · To identify and develop new business opportunities from existing clients, introducers and referrals...

This ia home based, Private Client Consultant position working with a small group of recurring income clients and working with a retail Bank (various locations) to address their clients financial planning needs. You will be a confident individual who is able to 'hunt’ for new clients and keen to build...

If your passion is to work for an organisation where providing first class financial advice is at the heart of what you do then your future is with us. You will be playing an integral role in developing our client’s lifetime financial plans and fulfilling their financial ambitions by providing written...

Job Purpose: Provide administration support to the Service Delivery team. Responsible for client hospitality (where applicable), and to provide first class client service via the effective handling of all internal and external telephone calls and of visitors to our offices. Key Responsibilities: Answer...

This UK Regional Wealth Manager require a paparplanner for thier Business Service Centre.The BSC is a centralised administration, paraplanning and client servicing unit to permit end to end processing and management of our client needs. The BSC is Client, Region and Consultant centric. A key requirement...

Investor Support Executive Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different economic cycles. Our advice and investment capabilities have been recognised by a number of industry...

Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different economic cycles. Our advice and investment capabilities have been recognised by a number of industry awards. We tailor our services...

Purpose: The role of PCA supports advisers and clients alike in their goals. PCAs report to Senior PCAs or the Personal Client Assistant Manager (PCAM) within Adviser Practices. Adviser and Client Support for new business and client servicing Principle Responsibilities: Managing leads with the Client...

Glasgow or Edinburgh (please note that the successful candidate must be prepared to travel to both locations as and when required) Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different...

Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different economic cycles. Our advice and investment capabilities have been recognised by a number of industry awards. We tailor our services...

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 whilst mitigating any risks to the business and assisting with the...

Job Title: Receptionist / Administrator Job Location: Northwich Role Type: 6 Month FTC Our financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years, through different economic cycles. Our advice and investment...

Job Purpose: The Client Services 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 develop and maintain effective...

Job Purpose: Provide administration support to the Service Delivery team. Responsible for client hospitality (where applicable), and to provide first class client service via the effective handling of all internal and external telephone calls and of visitors to our offices. Key Responsibilities: Answer...

We offer a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. Our financial advice, investment management and self directed services can be used separately or as an integrated service. Clients choose according to their preferences. Our financial...

We are looking for a dedicated, financial administrator with a client service focus, who has worked in financial services and is looking to further develop their client service career within a wealth management business. Job Description: The main purpose of the Client Service Executive is to provide an...

Purpose: The role of PCA supports advisers and clients alike in their goals. PCAs report to Senior PCAs or the Personal Client Assistant Manager (PCAM) within Adviser Practices. Adviser and Client Support for new business and client servicing Principle Responsibilities: Managing leads with the Client...

The Business Support team is a centralised administration and client servicing unit to permit end to end processing and management of our client needs. The Business Support team is client and consultant centric. A key requirement is that the team are working together with the consultants and other departments...