Teams 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.