Ongoing Advice Specialist

Eight Financial Advice

Ongoing Advice Specialist

£28,000

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

We’re looking for someone who is:

• 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