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;

negotiating with product suppliers for the best possible rates;

keeping up to date with financial products and legislation;

contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; and

meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.