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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We are seeking a motivated Growth-Focused Desk-Based Financial Advisor to join IDEX Consulting Ltd. in Wigan, England, United Kingdom.
Our group is growing, and we are hiring a Growth-Focused Desk-Based Financial Advisor in Wigan, England, United Kingdom.
This role is for the Growth-Focused Desk-Based Financial Advisor role at IDEX Consulting Ltd.
Consider building your career as a Growth-Focused Desk-Based Financial Advisor at IDEX Consulting Ltd.