Overview
Meeting clients and discussing their finances and financial connected to their business.
meet agreed business targets and support firm growth through business development
Researching financial products for clients and explaining their key features and benefits to them.
Negotiating better financial deals with providers.
support clients in making informed financial decisions, clearly explaining complex information
monitor clients’ financial plans, reviewing them regularly and adapting to changes in circumstances or market conditions
maintain accurate, compliant client records and ensure all documentation is up to date
Update your clients in connection to their financial results and investment progress.
Meet clients to their work place and generate new leads and new options for the clients for their finances.
Make sure you must comply with FCA rules and regulation.