Jobs at Eight Financial Advice

Provide financial advice, build and manage a personal client bank, develop new business opportunities, and maintain trusted client relationships. Advisers receive in-house paraplanning, personal assistance, administration, and compliance support while focusing on client outcomes and business growth.

Review adviser documentation, suitability reports, and case submissions to ensure financial services quality and regulatory compliance. Validate adviser licences, support case triage through Salesforce and workflow systems, produce financial protection quotations, identify discrepancies and compliance risks, and collaborate with advisers and operational teams to protect client outcomes and improve case quality.

Provides administrative support to Partners, Business Services, and Paraplanning teams. Responsibilities include processing new and replacement business submissions, preparing client meeting packs, managing data entry, navigating multiple systems, and coordinating multiple tasks while meeting deadlines. This is a full-time hybrid role requiring strong communication, organization, attention to detail, teamwork, and willingness to learn. No prior experience is required.

Supports financial advisers and serves as the primary contact for clients. Responsibilities include managing client enquiries and relationships, coordinating diaries and appointments, assisting with meetings, maintaining accurate records, communicating requests to advisers, and liaising with internal teams to support adviser pipelines. The role requires strong organisation, communication, multitasking, client service, and proficiency with Microsoft Office, Outlook, and CRM systems.

Prepare and quality-control client advice after adviser meetings: capture client data, produce suitability reports and illustrations, manage case progression, submit pre-sale/triage cases, maintain client records across systems, and collaborate with advisers, paraplanners and external providers to resolve queries and meet timelines.

Entry-level apprenticeship supporting preparation of financial statements, tax returns, VAT, bookkeeping, Companies House filings, client onboarding/AML, client communication, and liaising with HMRC while working toward AAT/ACCA/ACA qualifications.

Produce high-quality suitability reports and technical calculations for advisers, focusing on pension transfers, withdrawals, and cashflow modelling. Work with adviser partners (no client contact), manage workload and deadlines, and ensure accuracy in technical outputs while collaborating with the support team.

Serve as primary contact for advisers and clients, delivering day-to-day support, handling enquiries, managing diaries and appointments, maintaining records, coordinating internal teams, and helping ensure efficient adviser pipelines and excellent client service.

The Financial Adviser will relocate to Hong Kong or Dubai to build a client base with support from the company. Responsibilities include generating business opportunities and maintaining client relationships.