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 responsibilities Preparing Trust accounts. Monitoring deadlines...

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 London Office of this Global Asset Manager’s Investment Department focuses on Fixed Income team and Multi Asset.The main purpose of this role is to fully assist in the investment process and management of client portfolios as well as develop and maintaininvestment databases and spreadsheets, monitor, execute and process trades, manage risk and...

**Job Purpose**: The Specialist Desk Client Delivery Associate provides full support to one or more Financial Planners who deliver focused protection advice. They will ensure client satisfaction through direct contact with all parties: clients, and other operational colleagues and insurers, while adhering to regulatory standards. **Key...

OVERALL SUMMARY - The Client Payments & Fees team is responsible for a range of administrative and process driven activity including, but not limited to, the timely and accurate processing of cash movements in and out of client accounts (including investment instructions),in addition to the processing of initial and ongoing fees. - Direct client contact...

As the Service Management Executive, you will be reporting directly into the Service & Incident Management Senior Manager. The Service Management team forms part of the wider Service & Incident Management Team. Service Management will act as the face and voice of the client internally within the operations team, whilst also being the voice of...

An exciting opportunity has arisen for a part time (3 or 4 days per week) Paraplanner/Administrator role at a small IFA. About you: - ideally part diploma qualified - good experience working as a Paraplanner or Administrator within an IFA environment - Knowledge of Intelligent Office (ideal) - Knowledge of Elevate platform (ideal) Job role: - Client...

We’re looking for a proactive, energetic, and talented compliance professional with first class communication and relationship-building skills, to join our team of Field Based Compliance Consultants who deliver a market leading compliance service to directlyauthorised adviser firms. This is a field-based role supporting our Member Firms (IFA's / Mortgage...

Working for this premier UK Wealth Manager with the Senior Marketing Manager supporting commercial growth across FS and PS through delivery of the always on, ever green and national events campaign plan and cycle including targeting strategies that createdemand and conversion through direct channels. Key Responsibilities To support the execution of always...

The role of the Xplan Administrator will be ensuring that adviser fees can be matched correctly and accurately to the correct clients where the system is unable to do so automatically to reduce the amount of fees sat in suspense. RESPONSIBILITIES - Manage and investigate adviser fees within the suspense report in order to reduce the amount on suspense -...

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 external cash and stock reconciliations - Follow the reconciliations processes, ensuring that exceptions are monitored...

The IFA Administrator 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 relationships with clients, colleagues and 3rd party firms - Point...

We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their career and advise our HNW clients. This is an opportunity for a successful and established FinancialPlanner with the full support of clients provided, process and systems, research and paraplanning support...

Private Client Fee Earner Nelson £25,000 - £35,000 An opportunity has arisen for an experienced Private Client fee earner to join my clients thriving Private Client department in Nelson. You will be working towards targets/budgets as agreed with management and be able to understand and comply at all times with the obligations set out by the Solicitors...

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 responsibilities will be to: To work closely with the aligned Financial Planners to deliver excellent...

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 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:To work closely with the aligned Financial Planners to deliver excellent client...

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 responsibilities will be to: To work closely with the aligned Financial Planners to deliver excellent...