I am Vasilka Trayanova-Financial Adviser at Kalon Financial.As Financial Adviser, I am responsible for the following:• Contacting clients and setting up meetings• Conducting 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 analyses• Researching the marketplace and providing clients with information on new and existing products and services• Designing financial strategies• Assisting clients to make informed decisions• 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 or negotiated sales targets• 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• Meeting the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products.👨💻 You can contact me sending a message here, or via:☎️ 𝐏𝐡𝐨𝐧𝐞 𝐧𝐮𝐦𝐛𝐞𝐫: +44 7985 370032📧 𝐄-𝐦𝐚𝐢𝐥: vasilka.trayanova@kalonfinancial.com
Listed skills include Coaching, Training, Customer Service, Teaching, and 11 others.