Job Information

Receiving instructions during debriefings from advisers following client meetings.


• Interpreting data obtained by advisers during client meetings.


• Analysing data and using research tools to provide solutions to meet client needs and objectives.


• Providing records to support research undertaken.


• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a


suitability letter, client specific illustration and key features document.


• Carrying out all tasks in a manner consistent with compliance procedures.


• Preparation of existing client files ready for reviews.


• Ensuring all client files are compliant on an ongoing basis.


• All business related administrative duties


These duties are not to be regarded as exhaustive and you may be required to


perform such other and / or additional duties within your skill and competence as the company may require.


Salary £18,000 - £25,000 dependant on qualifications and experience