Eight Financial Advice
Ongoing Advice Specialist
£28,000
We’re looking for an organised and detail-oriented Ongoing Advice Specialist to join our Ongoing Advice Team and support the delivery of high-quality, compliant financial advice documentation.
This is an excellent opportunity for someone with experience in paraplanning, financial services administration, or ongoing advice support who enjoys technical work, thrives in a fast-paced environment, and takes pride in delivering exceptional standards.
As an Ongoing Advice Specialist, you’ll play a key role in supporting advisers and clients throughout the ongoing advice journey. You’ll be responsible for producing accurate and compliant suitability documentation, supporting case submissions, and ensuring all recommendations align with regulatory and internal standards.
Working closely with advisers, paraplanners, and Business Assurance teams, you’ll help ensure cases are processed efficiently while maintaining an exceptional level of quality and client care.
Requirements
We’re looking for someone who is:
Benefits
Ongoing Advice Specialist • Whiteley, England, GB
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