General Overview:

Develops and implements financial plans for individuals, businesses and organisations, and advises on tax and investment strategies, securities, insurance, pension plans and real estate.

Tasks Include:

• interviews prospective clients to determine financial status and objectives
• analyses client's financial status, discusses financial options and develops financial strategies
• reviews and revises plans based on modified needs and changes in investment markets
• recommends and arranges insurance cover for clients
• may refer clients to other establishments to obtain services outlined in financial plan
• may arrange to buy and sell stocks and bonds for client
• may rent, buy and sell property under clients instructions