Eight Financial Advice

HQ
Winchester District
Total Offices: 2
125 Total Employees
Year Founded: 2008

Jobs at Eight Financial Advice

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One Month AgoSaved
In-Office
Marlow, Buckinghamshire, England, GBR
Fintech • Software • Financial Services
Provide administrative support to Partners and Business Services/Paraplanning teams: process new and replacement business submissions, prepare client meeting packs, perform data entry, and support general admin across multiple systems while meeting deadlines.
One Month AgoSaved
In-Office
5 Locations
Fintech • Software • Financial Services
Produce high-quality suitability reports and technical calculations for advisers, focusing on pension transfers, withdrawals, and cashflow modelling. Work with adviser partners (no client contact), manage workload and deadlines, and ensure accuracy in technical outputs while collaborating with the support team.
One Month AgoSaved
In-Office
Marlow, Buckinghamshire, England, GBR
Fintech • Software • Financial Services
Serve as primary contact for advisers and clients, delivering day-to-day support, handling enquiries, managing diaries and appointments, maintaining records, coordinating internal teams, and helping ensure efficient adviser pipelines and excellent client service.
Fintech • Software • Financial Services
The Financial Adviser will relocate to Hong Kong or Dubai to build a client base with support from the company. Responsibilities include generating business opportunities and maintaining client relationships.