KeyResponsibilities

• Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
• Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
• Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
• Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
• Conducttechnicalresearchaspartofreviewingexisti...