Focused Desk- Financial Advisor
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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
This role is for the Growth-Focused Desk-Based Financial Advisor role at IDEX Consulting Ltd.
This role, Growth-Focused Desk-Based Financial Advisor at IDEX Consulting Ltd., could be your next career step.
Are you ready to take on the Growth-Focused Desk-Based Financial Advisor role at IDEX Consulting Ltd.?
We would love to welcome a new Growth-Focused Desk-Based Financial Advisor to our team in Wigan, England, United Kingdom.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).