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.
Business Admin Assistant
£28,000
Eight Financial Advice - Marlow
Are you looking to start your career in financial services or step into a dynamic support role? Eight Wealth Management is seeking a proactive Business Admin Assistant to join our welcoming and collaborative team. No prior experience is required – just a positive attitude and a willingness to learn!
About the Role
This is a full-time, hybrid position. You’ll play a key part in supporting our Partners and wider business teams with essential administrative tasks, including:
- Processing new and replacement business submissions
- Preparing professional client meeting packs
- Providing general admin support to our Business Services and Paraplanning teams
Requirements
What We’re Looking For:
- A clear and confident communicator
- Organised with strong attention to detail
- A team player who’s always ready to lend a hand
- Able to juggle multiple tasks and meet deadlines
- Computer literate with proficient data entry skills
- Comfortable navigating multiple systems
Benefits
- 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
Eight Financial Advice Marlow, England Office
79-81 High Street, Marlow, United Kingdom
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