Teams at Eight Financial Advice

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.

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.

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.