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Financial Investment Adviser

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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
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