HOLYROOD ASSET MANAGEMENT  Salary

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1 CAMBUSLANG COURT GLASGOW G32 8FH
TIN: SC196766
 Finance and Insurance
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HOLYROOD ASSET MANAGEMENT

Earnings on positions in HOLYROOD ASSET MANAGEMENT

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HOLYROOD ASSET MANAGEMENT is looking for employees for positions:

paraplanner

  • paraplanner
  • financial services administrator

Working hours

  • full-time

Responsibility

  • accurately prepare suitability reports and letters to target deadlines
  • ensure all client work is compliant and supported with relevant paperwork
  • undertake comparative research in preparation of client recommendations
  • complete technical research as part of the existing arrangement review process
  • understand clients overall financial position from adviser fact-finds
  • discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks
  • ensure all client queries are appropriately investigated and accurate responses given
  • conduct annual reviews in line with SLA’s

Requirements

  • strong understanding of financial products and services
  • ability to assess suitability in line with client’s goals and objectives
  • strong analytical skills, specifically analysing financial records and providing detailed technical commentary
  • strong organisation skills with the ability to manage multiple caseloads at any one time