• Preparation of Statements of Advice, Records of Advice and other related tasks. • Complete financial modelling and strategy assessment with a focus on client requirements.• Liaising with third parties including Fund Managers and Insurance Providers as required.• Keeping up to date with technical knowledge including legislation changes and licensee standards. • Maintaining client files, and entering data into XPLAN as required. • Participating in process improvements within the business.• Ensuring all documentation is prepared prior to client meetings. • Assist with implementation of recommended strategies.