Build relationships with new and existing clients to understand their financial goals.

Conduct a financial needs analysis and develop financial plans for clients.

Conduct research on investment options, insurance policies, and other financial products.

Maintain accurate client records using CRM and financial planning software.

Gather and analyse client financial data (income, expenses, assets, liabilities)

Monitor financial markets and industry news to support investment strategies.

Attend training sessions, workshops, and stay updated on financial regulations and trends.

Ensure compliance paperwork and documentation for regulatory requirements is in order.

Create reports and visual summaries (e.g. charts, presentations) for client meetings.