Financial Advisor
•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;•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;•negotiating with product suppliers for the best possible rates;•liaising with head office and financial services providers;•communicating with other professionals, such as estate agents, solicitors and evaluators;•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 also the advised products.
