• Generating leads from prospects and finalising solutions to meet clients’ needso Through networking eventso Conversation with family and friends• Conducting client review meetings to ensure their current circumstances, attitude to risk and align with their future financial planning objectiveso Helping clients maximize their tax allowanceso Identifying and advising extra investments opportunities based on different time horizono Regular Review of fund performance to help clients rebalance their portfolio• Regularly reviewed and monitored accounts to ensure compliance with company and industry policies, guidelines and regulations• Confident with building rapport with clients face to face, over the telephone and via email • Experienced in having personalized conversations about financial needs with clients based on where they are in their financially journey.