Nelson Scott in United Kingdom
16 jobs at Nelson Scott in United Kingdom
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Senior IFA Administrator
2 days ago
Nelson Scott Shoreham-by-Sea, United KingdomJob Description · Role Description · The role of the Administrator is to work alongside our Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using the agreed policies, processes and Intelligent Office. · The Administrator ...
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Client Administrator
2 days ago
Nelson Scott Manchester, United KingdomJob Description · 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 the align ...
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IFA Administrator
1 day ago
Nelson Scott Brighton and Hove, United KingdomRole purpose · As an administrator, your duties will vary. You may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial pl ...
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IFA Admin
4 days ago
Nelson Scott High Wycombe, Buckinghamshire, United KingdomNew business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising with clients, product providers, and other relevant third partiesEnsure the ...
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Paraplanner
6 days ago
Nelson Scott England, United KingdomJob Specification We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when requi ...
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Financial Paraplanner
6 days ago
Nelson Scott England, United KingdomJob Specification We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support f ...
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Paraplanner
5 days ago
Nelson Scott England, United KingdomJob Specification · We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. · Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when ...
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IFA Administrator
20 hours ago
Nelson Scott London, United KingdomJob Description · JOB DESCRIPTION · What will you be doing? · To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. · Some of your r ...
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IFA Administrator
8 hours ago
Nelson Scott Hove, United KingdomJob Description · Role purpose · As an administrator, your duties will vary. You may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn abou ...
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IFA Admin
5 days ago
Nelson Scott London, United KingdomJOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to: ...
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Paraplanner
3 days ago
Nelson Scott United KingdomDiscuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser. · Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. · U ...
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IFA Administrator
6 days ago
Nelson Scott London Area, United KingdomJOB DESCRIPTION · What will you be doing? · To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. · Some of your responsibilities wi ...
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Financial Paraplanner
6 days ago
Nelson Scott England, United KingdomWe are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. · As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery ...
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Trustee Services Manager
6 days ago
Nelson Scott Ipswich, United KingdomJob Summary · We are looking for Trustee Services Manager to oversee and deal with all aspects of the will writing and power of attorney services. Oversight of and dealing with all matters in connection with estate administration (executorships). Assisting with the training and d ...
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Trustee Services Manager
5 days ago
Nelson Scott Ipswich, Suffolk, United KingdomJob SummaryWe are looking for Trustee Services Manager to oversee and deal with all aspects of the will writing and power of attorney services. Oversight of and dealing with all matters in connection with estate administration (executorships). Assisting with the training and deve ...
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IFA Admin
1 day ago
Nelson Scott Hove, East Sussex, United KingdomYou may be scanning documents, putting financial information together in spreadsheet's for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the ...