Teams at Eight Financial Advice

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.