At a Glance
- Tasks: Support advisers and clients by producing high-quality financial advice documentation.
- Company: Join Eight Financial Advice, a dynamic team focused on delivering exceptional client care.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday.
- Other info: Collaborative environment with opportunities for growth and learning.
- Why this job: Make a real impact in the financial services industry while developing your skills.
- Qualifications: Experience in financial services or paraplanning with strong attention to detail.
The predicted salary is between 40000 - 45000 £ per year.
Eight Financial Advice £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.
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, i Business, 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.
Experience within financial services, paraplanning or ongoing advice support.
Confident producing technical and client‑facing financial documentation.
Comfortable managing multiple cases and deadlines simultaneously.
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 and company‑wide bonus (when Eight hits targets). 28 days’ holiday +
Ongoing Advice Specialist in Speldhurst 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.
StudySmarter Expert Advice🤫
We think this is how you could land Ongoing Advice Specialist in Speldhurst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eight Financial Advice. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Ongoing Advice Specialist in Speldhurst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eight Financial Advice.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eight Financial Advice's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eight Financial Advice
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eight Financial Advice.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eight Financial Advice will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eight Financial Advice employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
