Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of client's 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
Requirements
Applicant must be willing to meet customers on the go and satisfy the needs of the customers on the products and services. 
He/She must have good communication skills and be willing to work with other team members under minimal supervision.