Ongoing Advice Specialist
Eight Financial Advice
Ongoing Advice Specialist
Eight Financial Advice· Marketing & Operations
About this role
Eight Financial Advice
Ongoing Advice Specialist
£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, iBusiness, Monday.com, and other internal systems
- Keep up to date with FCA regulations, SJP guidance, and evolving compliance standards
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.
- 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
Frequently Asked Questions
Is the salary disclosed for the Ongoing Advice Specialist position at Eight Financial Advice?
The salary for this Ongoing Advice Specialist 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 Ongoing Advice Specialist position at Eight Financial Advice located?
This Ongoing Advice Specialist role at Eight Financial Advice is based in Broadstone, 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 Ongoing Advice Specialist role at Eight Financial Advice full-time or part-time?
This is listed as a Full time position. It is posted as a Ongoing Advice Specialist role in the Marketing & Operations department at Eight Financial Advice.
Which team or department does the Ongoing Advice Specialist at Eight Financial Advice belong to?
This Ongoing Advice Specialist position is part of the Marketing & Operations 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 Ongoing Advice Specialist 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 Ongoing Advice Specialist job at Eight Financial Advice posted?
This Ongoing Advice Specialist position at Eight Financial Advice was posted on Jul 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Ongoing Advice Specialist
Eight Financial Advice
You'll be redirected to Eight Financial Advice's official application page on workable.