Offering all real estate services.

Offering investment advice to clients, providing financial strategies that are tailored to an individuals specific needs, goals, and preferences, also close monitoring of investments in order to provide constant performance reports for investors. • Contacting clients and setting up meetings within an office environment or business premises;• Analyzing each investor needs and guiding them to make correct long term and short term investment strategies;• Assessing investment management agreements and negotiating their terms with their providers;• Keeping up-to-date knowledge of market practices as well as legislation;• Presenting the different investment requirements of defined benefit and defined contribution schemes, and suitable investment options;• Building relationships with clients and ensuring their needs are met;

Financial advisers provide clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.• contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;• conducting in-depth reviews of clients' financial circumstances, current provision and future aims;• analyzing information and preparing plans best suited to individual clients' requirements;• researching the marketplace and providing clients with information on new and existing products and services;• designing financial strategies;• assisting clients to make informed decisions;• reviewing and responding to clients changing needs and financial circumstances;• promoting and selling financial products to meet given or negotiated sales targets;• negotiating with product suppliers for the best possible rates;• keeping up to date with financial products and legislation;• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;• meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.