Eight Financial Advice

HQ
Winchester District
Total Offices: 3
125 Total Employees
Year Founded: 2008

Teams at Eight Financial Advice

18 Hours AgoSaved
In-Office
3 Locations
Fintech • Software • Financial Services
Lead planning and deliver client events for the marketing team, managing logistics, registration, guest communications, on-site coordination, social content capture and post-event follow-up while collaborating with colleagues and handing over leads to the New Enquiries Manager.
18 Hours AgoSaved
Remote
England, GBR
Fintech • Software • Financial Services
As a Self-Employed Mortgage Adviser, you'll provide FCA-compliant mortgage advice, manage client relationships, and ensure compliance with standards.
3 Days AgoSaved
In-Office
3 Locations
Fintech • Software • Financial Services
Support advisers by producing compliant suitability documentation for reviews, drawdown, mortgages and disinvestments. Prepare and submit cases to Business Assurance, perform income sustainability calculations, review for accuracy and compliance, maintain records in internal systems, and liaise with teams to resolve queries while staying current with FCA and internal guidance.