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Key responsibilities include: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios Preparation of minutes for client meetings, record of advice and proposals Client needs analysis and advisory support services Provide regular client reporting Prepare and collate client financial reviews and reporting for financial advisors in team Investigate and resolve all queries relating to client affairs Review investment transactio… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.