Teams at Eight Financial Advice

Build and manage a structured B2B pipeline of partnerships and introducer relationships across employers, professional services, employee benefits and corporate organisations. Drive new client acquisition, increase firm visibility, engage senior stakeholders, maintain CRM discipline and convert opportunities into long-term commercial partnerships.

Provide administrative support to Partners, Business Services and Paraplanning teams: process new/replacement business submissions, prepare client meeting packs, perform data entry, navigate multiple systems, and handle general office tasks to meet deadlines.

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.