Prosporaisers Financial Services
Role Dimensions
Providing support to Financial Advisors for collecting data from clients, creating financial
plans, implementing recommendations, preparing investment plans, analyzing various scenarios and preparing other deliverables for clients
Liaising with product providers and other relevant third parties
Ensuring that all regulatory and compliance standards are met
Ensuring that all client requirements are followed through to the appropriate conclusion
Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors
Assisting the Financial Advisors with client presentations and any other activities as agreed
The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
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