HOLYROOD ASSET MANAGEMENT Salary
1 CAMBUSLANG COURT GLASGOW G32 8FH
TIN: SC196766
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Earnings on positions in HOLYROOD ASSET MANAGEMENT
HOLYROOD ASSET MANAGEMENT is looking for employees for positions:
paraplanner
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