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Updated: April 24, 2024 06:01 PM GMT

IRIS Networx

Accrington

Overall Summary

Join Close Brothers Asset Management Wealth Planning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

Responsibilities
• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client’s needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any... More Detail