At a Glance
- Tasks: Support advisers and clients by producing high-quality financial advice documentation.
- Company: Join a dynamic team at a leading financial services firm.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday plus your birthday off.
- Other info: Collaborative environment with opportunities for professional growth and regular social events.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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.
The Role
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.
Key Responsibilities
- Produce high-quality suitability letters for:
- Annual Reviews & Fund Switches
- Drawdown Reviews
- Mortgage Recommendations
- Disinvestment Scenarios
- Carry out income sustainability calculations and support ongoing drawdown assessments
- Prepare and submit cases to Business Assurance with accurate supporting documentation
- Review documentation for accuracy, completeness, and compliance before submission
- Liaise with internal teams to resolve queries and support smooth case progression
- Maintain accurate records across Salesforce, iBusiness, Monday.com, and other internal systems
- Keep up to date with FCA regulations, SJP guidance, and evolving compliance standards
Requirements
- Highly organised with excellent attention to detail
- Experienced within financial services, paraplanning, or ongoing advice support
- Confident producing technical and client-facing financial documentation
- Comfortable managing multiple cases and deadlines simultaneously
- A strong communicator who works well collaboratively across teams
- Proactive, dependable, and committed to delivering high standards
- Knowledge of pensions, drawdown, investments, fund switching, mortgages, and disinvestment processes would be highly beneficial
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
- 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
Ongoing Advice Specialist in Chelmsford employer: Eight Financial Advice
Join a dynamic and supportive team as an Ongoing Advice Specialist, where your meticulous attention to detail will be valued in delivering high-quality financial advice documentation. With a hybrid working model, generous benefits including performance bonuses, private medical insurance, and dedicated wellbeing support, you'll thrive in a culture that prioritises employee growth and collaboration. Located in a vibrant area, this role offers the unique advantage of engaging with a diverse range of clients while enjoying regular social events and volunteering opportunities through The Eight Foundation.
StudySmarter Expert Advice🤫
We think this is how you could land Ongoing Advice Specialist in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common questions related to ongoing advice and compliance. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the Ongoing Advice Specialist role.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of your past work, like suitability letters or case submissions, to demonstrate your skills. This will help you stand out as someone who truly understands the importance of quality documentation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Ongoing Advice Specialist in Chelmsford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Ongoing Advice Specialist role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, be sure to demonstrate this in your application. Use clear formatting, check for typos, and ensure all information is accurate. We appreciate candidates who take pride in their work!
Highlight Your Teamwork Skills:Collaboration is key in our Ongoing Advice Team. Share examples of how you've worked effectively with others in previous roles. We love seeing candidates who can communicate well and support their colleagues!
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s super easy, and you’ll get to see more about what we do at StudySmarter while you’re at it!
How to prepare for a job interview at Eight Financial Advice
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around pensions, drawdown, and mortgages. Being able to discuss these topics confidently will show that you're not just organised but also knowledgeable about the industry.
✨Showcase Your Attention to Detail
Prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in documentation or ensuring compliance with regulations, these stories will highlight your fit for the role.
✨Practice Your Communication Skills
Since you'll be liaising with advisers and internal teams, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family to get comfortable discussing complex topics in a straightforward way.
✨Familiarise Yourself with Tools
Get to know the tools mentioned in the job description, like Salesforce and Monday.com. If you can demonstrate familiarity with these systems during your interview, it’ll show that you’re proactive and ready to hit the ground running.
