Desk Based Financial Advisor

IDEX Consulting Ltd.; Wigan; On-site; GBP 32,000 - 52,000; Full time

Job summary

IDEX Consulting Ltd. in Wigan is seeking a Desk Based Financial Advisor to join their team. You will deliver holistic financial planning, advice and service to clients via a desk-based service model.

The role focuses on managing existing client relationships, developing new business, and achieving revenue targets while maintaining regulatory standards and delivering excellent client outcomes. You will assess client needs using cash-flow modelling, review portfolios, and collaborate with

Qualifications

• Experience as a Financial Planner.
• Cash Flow Modelling preferred.
• Excellent written and verbal communication.
• Technical competence across all areas of financial planning.
• Good decision-making skills.
• Analytical mind and attention to detail.
• Excellent time management and ability to meet deadlines.
• Ability to coach and provide feedback.
• Good knowledge of relevant regulations.

Responsibilities

• Provide holistic financial planning solutions to private clients across the full suite of services.
• Engage with and review existing clients to deliver ongoing service propositions.
• Develop new business through proactive client outreach and converting legacy clients.
• Maintain and nurture client relationships, identifying new advice needs.
• Work towards revenue targets set by the business and Regional Manager.
• Cross-sell and refer business to other areas of the group.
• Generate new client enquiries and advisory income.
• Carry out sales and marketing activities per regional plans.
• Maintain up-to-date technical and industry knowledge.

Skills

Communication

Time management

Analytical thinking

Attention to detail

Decision making

Coaching/mentoring

Education

Diploma in Regulated Financial Planning

Tools

Cash Flow Modelling

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
• Good decision-making skills
• 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.

Essential Qualification

• Diploma in Regulated Financial Planning (or equivalent)

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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.