different levels to identify the outcomes they require, introducing relevant internal specialists and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio supervision and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements. Writing skills Use clear and effective writing independently and provide technical guidance when required on how to express ideas, request actions and formulate
different levels to identify the outcomes they require, introducing relevant internal specialists and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio supervision and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements. Writing skills Use clear and effective writing independently and provide technical guidance when required on how to express ideas, request actions and formulate