Jobs: Nelson Scott LLP

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.The role will include client contact and may extend beyond the main responsibilities listed below.Main detailed responsibilitiesPreparing Trust accounts.Monitoring deadlines on...

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.The role will include client contact and may extend beyond the main responsibilities listed below.Main detailed responsibilitiesPreparing Trust accounts.Monitoring deadlines on...

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. The role will include client contact and may extend beyond the main responsibilities listed below. Main detailed responsibilities Preparing Trust accounts. Monitoring deadlines...

**To competently provide financial advice, to clients within FCA rules and the firm’s procedures, and to work on strategy in this fast-growing business. Responsibilities** Personal Attributes - Passionate about lifestyle-focused wealth management, using a holistic approach that is focused on solutions, not products. - An experienced, fully-qualified...

A market-leading UK-wide Financial Services Consultancy and Support Services provider, specialising in DFM and Wealth Management businesses, is looking to expand its sales footprint and client base. The focus is new business acquisition, as well as having the ability to discover new opportunities, leads and account manage those relationships. The role...

Key Responsibilities: - New business processing (Pensions, Investments, Protection) - Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly - Ability to process pension transfer and drawdown requests, fund switches - Deal with adviser queries - Data input onto client database and...

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 with the Client Relationship Management (CRM) system - Accurate and timely client data entry onto...

The role includes dealing directly with clients and advisers, whether that be resolving client queries, helping advisers prepare for client meetings and implementing the outcomes of those meetings as well as a variety of project work - Knowledge of investment products ISAs, Pensions, Bonds - Experience of using CURO - A mathematical disposition evidenced...

To undertake and oversee all elements of asset transfer processing. Management Responsibilities Providing leadership and direction to the Transfers Team, managing the team members on a day to day basis, ensuring performance measurement, development and training plans are in place Effectively managing operating risk through a robust set of controls and...

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis. Management Responsibilities Providing leadership and direction to the Transfers Team, managing the team...

Job 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 required. As a Paraplanner, you will work as part of a collective to assist our...

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 for the delivery of key products and services to clients. The successful applicants will be...

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis.Management ResponsibilitiesProviding leadership and direction to the Transfers Team, managing the team members on...

Job 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 required.As a Paraplanner, you will work as part of a collective to assist our...

Job 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 required.As a Paraplanner, you will work as part of a collective to assist our...

Job 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 required.As a Paraplanner, you will work as part of a collective to assist our...

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis.Management ResponsibilitiesProviding leadership and direction to the Transfers Team, managing the team members on...

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis.Management ResponsibilitiesProviding leadership and direction to the Transfers Team, managing the team members on...

Job 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 required.As a Paraplanner, you will work as part of a collective to assist our...

To undertake and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie basis.Management ResponsibilitiesProviding leadership and direction to the Transfers Team, managing the team members on...