Business Admin Assistant
£28,000-£29,000 per year
Hybrid
Eight Financial Advice - Marlow
Are you looking to start your career in financial services or step into a dynamic support role? Eight Wealth Management is seeking a proactive Business Admin Assistant to join our welcoming and collaborative team. No prior experience is required – just a positive attitude and a willingness to learn!
About the Role
This is a full-time, hybrid position. You’ll play a key part in supporting our Partners and wider business teams with essential administrative tasks, including:
- Processing new and replacement business submissions
- Preparing professional client meeting packs
- Providing general admin support to our Business Services and Paraplanning teams
Requirements
What We’re Looking For:
- A clear and confident communicator
- Organised with strong attention to detail
- A team player who’s always ready to lend a hand
- Able to juggle multiple tasks and meet deadlines
- Computer literate with proficient data entry skills
- Comfortable navigating multiple systems
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Skills Required
- No prior experience is required
- Clear and confident communicator
- Organised with strong attention to detail
- Team player willing to assist others
- Able to juggle multiple tasks and meet deadlines
- Computer literate with proficient data entry skills
- Comfortable navigating multiple systems
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
