Job Description
KeyResponsibilities
* Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
* Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
* Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
* Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
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* Conducttechnicalresearchaspartofreviewingexisti
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