Vasilka Trayanova

Background

About Vasilka Trayanova

I am Vasilka Trayanova-Financial Adviser at Kalon Financial. As Financial Adviser, I am responsible for the following: • Contacting clients and setting up meetings • 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 • 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 the advised products. ‍ You can contact me sending a message here, or via:+44 7985 370032 : vasilka.trayanova@kalonfinancial.com