Desk Based Financial Advisor

IDEX Consulting Ltd; Wigan; On-site; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Comprehensive benefits package

Commission structure

£10k bonus for managing client bank

Job summary

IDEX Consulting Ltd is seeking a Desk Based Financial Advisor in Wigan to deliver holistic financial planning and excellent client service from a desk-based model.

Responsibilities include engaging with existing clients, pursuing new business, and maintaining relationships to drive advisory income while meeting regulatory requirements and service standards.

Qualifications

• Experience as a Financial Planner.
• Cash Flow Modelling is preferred but not essential.
• Excellent written and verbal communication.
• Technical competence across financial planning.
• Analytical mind and attention to detail.
• Good time management and ability to meet deadlines.
• Ability to coach and provide feedback.
• Strong knowledge of relevant regulations.

Responsibilities

• Provide holistic financial planning for private clients across the full suite of services.
• Engage with and review existing clients to deliver ongoing service.
• Develop new business through proactive client outreach.
• Maintain relationships and identify new advisory needs.
• Aim to meet revenue targets and contribute to group growth.
• Cross-sell and refer business to other groups as appropriate.
• Generate new client inquiries and convert to advisory income.
• Deliver sales and marketing activities aligned to plans.
• Maintain industry and technical knowledge; ensure client service standards.

Skills

Financial planning

Cash flow modelling

Client communication

Regulatory knowledge

Time management

Coaching

Education

Diploma in Regulated Financial Planning (or equivalent)

Job description

My client is currently looking for a Desk Based Financial Advisor to join their team in Wigan.

The successful candidate will deliver excellent financial planning, advice, and service to clients via a desk based service model.

Job Responsibilities:

• To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
• A focus on actively engaging with and reviewing existing clients to deliver our ongoing service proposition.
• A focus on New business development. With proactive client contacting to covert legacy clients to our ongoing service proposition.
• Maintain & nurture existing client relationships, identifying and fulfilling new advice needs where appropriate.
• Achieving revenue targets set by the business and regional manager.
• Proactively drive for cross selling and referring business into other parts of the group.
• Generate new client enquiries and generates advice income from these.
• Undertake sales and marketing activity in line with local/regional/ national plans.
• Ensure technical knowledge and general industry knowledge is always maintained.
• Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
• Speed of response/turnaround time in accordance with service standards set out in procedures and clients kept appropriately appraised.
• Develop and maintain good working relationships with external professional connections to develop additional business opportunities.

Education and requirements:

• Experience as a Financial Planner
• Cash Flow Modelling (preferable but not essential).
• Excellent standard of written and verbal communication.
• Technical competence across all areas of financial planning.
• Analytical mind and excellent attention to detail.
• Excellent time management skills with an ability to work to deadlines.
• Ability to coach and provide feedback.
• Good technical knowledge and understanding of relevant regulations.
• Diploma in Regulated Financial Planning (or equivalent)

The business offers a competitive basic salary with a very comprehensive benefits package and commission structure.

• Salary up to £55,000
• Client bank to inherit
• £10k bonus for managing the existing client bank!