Business Admin Assistant
Eight Financial Advice
Client Reallocation Administrator
Eight Financial Advice· Client Services
About this role
Client Reallocation Administrator
Eight Financial Advice - Whiteley
Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:
- You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
- You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
- You will be confident in communication and executing transactions.
- Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
- Provide data, reports and insights to Advisers on client information highlighting key metrics.
- Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
- Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
- Assist with the smooth transfer of data from one adviser to another.
- Produce and support with any client communications.
- Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.
- Industry specific knowledge and experience preferred but not essential.
- Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly.
- Proven ability to drive, improve and develop process from start to finish.
- Comfortable analysing large amounts of data.
- Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting.
- Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place.
- Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities.
- Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous)
- Hybrid working: 3 days in the office, 2 days wherever you work best
- 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
Frequently Asked Questions
Is the salary disclosed for the Client Reallocation Administrator position at Eight Financial Advice?
The salary for this Client Reallocation Administrator role at Eight Financial Advice is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Reallocation Administrator position at Eight Financial Advice located?
This Client Reallocation Administrator role at Eight Financial Advice is based in Whiteley, England, United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Reallocation Administrator role at Eight Financial Advice full-time or part-time?
This is listed as a Full time position. It is posted as a Client Reallocation Administrator role in the Client Services department at Eight Financial Advice.
Which team or department does the Client Reallocation Administrator at Eight Financial Advice belong to?
This Client Reallocation Administrator position is part of the Client Services department at Eight Financial Advice. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Reallocation Administrator position at Eight Financial Advice?
Click the "Apply Now" button on this page. You will be redirected to Eight Financial Advice's official application portal hosted on workable where you can submit your application directly.
When was the Client Reallocation Administrator job at Eight Financial Advice posted?
This Client Reallocation Administrator position at Eight Financial Advice was posted on Jun 30, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Reallocation Administrator
Eight Financial Advice
You'll be redirected to Eight Financial Advice's official application page on workable.