Financial Advisor

About the Role
We have an exciting opportunity for an ambitious and proactive Qualified Financial Advisor (QFA) to join our Choice Team. This role is ideal for someone passionate about delivering expert financial advice and building long-term client relationships.

Key Responsibilities

• Manage the end-to-end financial planning journey for new and existing clients

• Assess and analyse clients' financial circumstances to identify needs and opportunities

• Provide expert advice and tailored solutions across investments, pensions, protection, and savings

• Conduct annual reviews and maintain ongoing client communications

• Ensure all client documentation is accurate and compliant with regulatory standards

Skills & Experience

• QFA designation is essential

• Strong knowledge of investments, pensions, protection, and savings products

• Comfortable engaging with clients in a professional, consultative manner

• Results-oriented with a strong focus on meeting client needs and achieving objectives

• Team player with the ability to work cross-functionally

• Experience with Wealthtrack and Voyant is a significant advantage

• Working toward CFP designation is a plus

What We Offer

• Competitive salary with an attractive commission structure

• Hybrid, flexible working model (4 days remote / 1 day in-office)

• 25 days annual leave

• Employer pension contributions up to 10%

• Income protection and death in service benefits