Jobs from Nelson-Scott

This discretionary investment management company, providing investment management services and financial planning solutions to private clients, with 4 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities...

Adviser Support To provide full administrative support to 2 Financial Advisers with approximately 350+ platform clients Deal with trades for clients' pensions and investments Produce client valuations and drafting client reports/recommendations New business...

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 of standard...

Reporting to the Group Operations Director you will be responsible for the creation and ongoing management of our Marketing framework. This will involve working closely with key stakeholders across Regional Leadership (Regional Partners and Regional Operations...

Reporting to the Group Operations Director you will be responsible for the creation and ongoing management of our Marketing framework. This will involve working closely with key stakeholders across Regional Leadership (Regional Partners and Regional Operations...

Reporting to the Group Operations Director you will be responsible for the creation and ongoing management of our Marketing framework. This will involve working closely with key stakeholders across Regional Leadership (Regional Partners and Regional Operations...

Job Specification For: Client Relationship Manager Ref: VR/03692 Job Description Job Title: Client Relationship Manager Location: London Experience/ Qualifications: Essential Previous experience managing and developing a client focused motivated team of...

Job Specification Ref: VR/03695 Job Title: Client Relationship Executive London Office Experience/ Qualifications: Essential Experience working within a Client Experience environment. Experience in the Employee Benefits market. Experience in Group Personal...

Job Specification For: Employee Benefits Advisor Job Description Job Title: Employee Benefits Adviser Responsible to: Key Account Relationship Manager Location: London (with regular travel to client premises) Experience/ Qualifications: Essential Minimum...

Department Paraplanning Unit Reports to Regional Development Manager Purpose 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...

Main Purpose of the Role: · To provide an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times, including Corporate clients · Develop positive communication and working relationships with...

About the Role To manage and oversee the activities of the Deceased Administration Team. Oversee the co-ordination of all aspects of administration following the death of a client in respect of funds managed by the company, covering all their client types...

This leading provider of software, ratings, consultancy and other services to the UK financial services industry, and a fast growing and successful brand. We are an unbiased and independent provider of data and insight across the Fund Management, Wealth...

Through day-to-day support of the Glasgow/ Plymouth office and others as directed, provide a professional and efficient service to employees and clients by ensuring that facilities and operational support services/contracts are compliant and of a suitable...

Job Purpose: To support and oversee a number of client related systems, processes and team members, ensuring the delivery of an outstanding support service to a team of Financial Planners and their clients throughout the United Kingdom. The role is office...

Job Purpose To provide dedicated, efficient administrative support for the Mortgage Consultants Principal Accountabilities Provide an efficient new business processing service liaising with clients, lenders and solicitors ensuring that new business is...

Job Purpose To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants Principal Accountabilities Providing an efficient new business processing service for sales consultants, completing trades/fund switches...

Main Purpose of the Role: To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser...

Main Purpose of the Role: To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser...

To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisers. Duties and Responsibilities:...

To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisers. Duties and Responsibilities:...

We have an exciting opportunity for an experienced self-motivated business development executive to join our busy financial education team, supporting a UK-wide B2B sales team and their corporate clients to deliver holistic financial wellbeing in the workplace...

Job Purpose: 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...

Job Specification For: Paraplanner Ref: VR/03594 Job Purpose: 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...

Job Specification Ref: VR/03691 Paraplanner Sheffield A qualified and experienced paraplanner, working as part of a team of 6 paraplanners to deliver a first class research and report writing service to 20 Private Client Partners, assisting them in researching...