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 Hampshire 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 Hampshire
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in ongoing advice. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance standards. We want to see that you're not just organised but also clued up on what’s happening in the industry.
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work where you’ve produced high-quality documentation. This will help us see how you can contribute to maintaining our exceptional standards.
✨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 take that extra step.
We think you need these skills to ace Ongoing Advice Specialist in Hampshire
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 value to our team!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, include examples in your application that demonstrate your organisational skills and accuracy. Whether it’s a project you managed or documentation you prepared, let us know how you ensure quality in your work.
Communicate Clearly:As a strong communicator, your written application should reflect that. Use clear and concise language, and make sure to proofread for any errors. We appreciate clarity and professionalism in all communications!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
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 producing compliant documentation or ensuring accuracy in submissions, having specific instances ready will highlight your fit for the role.
✨Communicate Clearly
Since you'll be liaising with advisers and internal teams, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to refine your communication skills and ensure you come across as a strong collaborator.
✨Familiarise Yourself with Tools
Get comfortable with tools like Salesforce and Monday.com before the interview. Mentioning your familiarity with these systems can set you apart, showing that you're proactive and ready to hit the ground running.
