Eight Financial Advice is seeking an organised Ongoing Advice Specialist to support advisers and clients through the ongoing advice journey. You will produce accurate and compliant suitability documentation, support case submissions, and ensure all recommendations meet regulatory standards.
You will work closely with advisers, paraplanners and Business Assurance to process cases efficiently while maintaining high quality and client care.
#J-18808-LjbffrHybrid Ongoing Advice Specialist - Compliance & Case Prep employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
