Location
Liverpool, Merseyside, United Kingdom
Posted
May 15, 2026
Job Description
KeyResponsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprovideclear,accurateresponses Carryoutcomparativeanalysistosupportwell-informedclientrecommendations Conducttechnicalresearchaspartofreviewingexisti...