Growth-Focused 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

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