Eight Financial Advice

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

Teams at Eight Financial Advice

2 Days AgoSaved
In-Office
Marlow, Buckinghamshire, England, GBR
Fintech • Software • Financial Services
Provide administrative support to Partners and Business Services/Paraplanning teams: process new and replacement business submissions, prepare client meeting packs, perform data entry, and support general admin across multiple systems while meeting deadlines.
2 Days AgoSaved
In-Office
Whiteley, Winchester District, Hampshire, England, GBR
Fintech • Software • Financial Services
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.
5 Days AgoSaved
In-Office
5 Locations
Fintech • Software • Financial Services
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.