- Plymouth - Hybrid
- Salary to £80k
- Minimum level 4 qualification
The role is to provide clients with specialist advice on how to manage their money. It will involve researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.
Responsibilities include:
- 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
- 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
- Keeping up to date with financial products and legislation.