Financial Advisor
CurrentConducting in-depth reviews of clients' financial circumstances, current provision and future aims.Analysing information and preparing plans best suited to individual clients' requirements.Completing risk analysis.Researching the marketplace and providing clients with information on new and existing products and services.Designing financial strategies.Assisting clients to make informed decisions financially.Researching information from various sources, including providers of financial products.Reviewing and responding to clients changing needs and financial circumstances.Promoting and selling financial products to meet given financial needs.Liaising with head office and financial services providers.Communicating with other professionals, such as estate agents, solicitors and valuers.Keeping up to date with financial products and legislation.Producing financial reports.Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments