RAKESH KARODI

contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
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;
promoting and selling financial products to meet given or negotiated sales targets;
negotiating with product suppliers for the best possible rates;
liaising with head office and financial services providers;
liaising with other professionals, such as estate agents, solicitors and valuers;
keeping up to date with financial products and legislation;
producing financial reports;
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.