• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
• Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances.
• Producing financial reports and communicating to clients what the figures mean.
• Meeting all regulatory requirements.
• Keeping up to date with the latest financial products and regulatory changes.
• Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth.