- Competitive basic salary
- Bonus paid half yearly
- Shares within the firm giving from day one
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions.
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- keeping up to date with financial products and legislation