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 or paraplanning with strong attention to detail.
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. 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.
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 Marlow employer: Eight Financial Advice
Join a dynamic and supportive team as an Ongoing Advice Specialist, where your expertise in financial services will be valued and nurtured. With a hybrid working model, generous holiday allowance, and a strong focus on employee wellbeing, we foster a culture of collaboration and excellence. Our commitment to professional growth is evident through regular training opportunities and the chance to engage in meaningful community initiatives, making this an ideal workplace for those seeking a rewarding career in financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Ongoing Advice Specialist in Marlow
✨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 brushing up on your technical knowledge. Since you'll be dealing with suitability documentation and compliance, make sure you can confidently discuss these topics. Practice common interview questions related to ongoing advice support to stand out.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple cases and deadlines. Highlight your attention to detail and how it has helped you maintain high standards in your previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Ongoing Advice Specialist in Marlow
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!
Show Off Your Attention to Detail:Since this role requires a keen eye for detail, be sure to showcase examples of your meticulous work in your application. Whether it’s producing compliant documentation or managing multiple cases, let us know how you’ve nailed it in the past!
Communicate Clearly:Your written communication skills are crucial for this position. Keep your application clear and concise, and make sure to proofread for any errors. We appreciate clarity and professionalism, so let your writing shine!
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 – just follow the prompts and you’ll be all set!
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 investments. Being able to discuss these topics confidently will show that you're not just familiar with the jargon but can also apply it practically.
✨Showcase Your Organisation Skills
As an Ongoing Advice Specialist, being organised is key. Prepare examples from your past experiences where you've managed multiple cases or deadlines effectively. This will demonstrate your ability to thrive in a fast-paced environment.
✨Attention to Detail is Crucial
Since you'll be producing high-quality suitability letters and ensuring compliance, highlight your attention to detail. Bring along samples of your work or describe situations where your meticulousness made a difference in the outcome.
✨Communicate Clearly
You'll need to liaise with various teams, so practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your communication skills and ensure you come across as a strong collaborator.
