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.
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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.
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Desk Based Financial Advisor in Wigan employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
