Growth-Focused Desk-Based Financial Advisor

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

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