Eight Financial Advice

QA Engineer

• Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met
• Validate adviser licences and regulatory records
• Support case triage and oversight through Salesforce and workflow systems
• Produce and review Life Insurance, Protection, and Long-Term Care quotations
• Identify discrepancies, missing information, or potential compliance risks
• Maintain strong awareness of financial products, regulatory requirements, and internal processes
• Work collaboratively with advisers and internal stakeholders to support operational excellence

Quality Assurance Specialist

Business Development Rep

• **Business Development Manager**
• Eight Financial Advice is one of the UK's leading financial planning businesses, serving almost 20,000 clients, managing over £5 billion of client assets and supporting more than 70 Financial Advisers across the UK. As part of our ambitious growth strategy, we are creating a new Business Development Manager role within our Business Growth Team.
• This is a highly commercial role focused on building a structured pipeline of partnerships and introducer relationships across employers, professional services firms, employee benefit providers, accountants, payroll providers, solicitors and corporate organisations. The successful candidate will help create new client acquisition opportunities whilst increasing the visibility and reach of Eight Financial Advice across the UK.

Business Development Manager

Administrative Assistant

• Processing new and replacement business submissions
• Preparing professional client meeting packs
• Providing general admin support to our Business Services and Paraplanning teams

Business Admin Assistant

Client Partner

• Attend client meetings alongside Advisers where required, or review detailed meeting notes, to accurately interpret client objectives, financial position, and advice requirements, ensuring all necessary information is captured and validated.
• Act as the first line of quality control within the advice process, identifying and resolving any information gaps, inconsistencies, or risks before cases progress further.
• Prepare and create high quality suitability reports for new business, fund switches, and all client advice outcomes, ensuring alignment with regulatory and internal standards.
• Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
• Produce illustrations, run calculations, and gather technical information required to support robust and suitable advice recommendations.
• Prepare and submit pre-sale and triage cases, ensuring all documentation and supporting information is complete, accurate, and clearly presented to enable efficient approval.
• Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain momentum, and meet agreed timelines.

Client Case Manager

Account Executive

• Provide day-to-day support to financial advisers.
• Act as the first point of contact for client enquiries.
• Build and maintain strong client relationships.
• Oversee diary management, meeting bookings, and appointment scheduling.
• Assist in client meetings and keep records up to date.
• Ensure advisers are informed of client communications and requests.
• Liaise with internal teams to support adviser pipelines.

Client Executive

Events

• Attend and actively contribute to internal planning and operational meetings to ensure seamless event delivery
• Execute all EIGHT events to a consistently high standard, following agreed event strategies and plans.
• Manage all event logistics including venues, suppliers, equipment, timings, and on-the-day coordination.
• Ensure guests receive clear, timely, and professional communications before and after events, including: a) Event logistics b) Joining instructions c) Follow-up communications
• Manage guest registration, attendance tracking, and confirmations across all events.
• Ensure guests feel welcomed, informed, and well looked after at all times.
• Inform New Enquiries Manager of upcoming events.
• Coordinate and send event-related email communications in line with agreed timelines and messaging.
• Support post-event follow-up communications as directed, ensuring a professional close to each event.
• Collaborate and handover all lead and prospect event attendees to New Enquiries Manager. Providing full details and feedback they will need to begin pipeline management.
• Capture high-quality social media content at events, including photos and short-form video.
• Schedule approved event-related content across social channels in line with brand guidelines.
• Ensure all content reflects the EIGHT brand and the tone of the event as approved by Brand & Marketing Specialist.

Quality Assurance Specialist

Business Development Manager

Business Admin Assistant

Client Case Manager

Client Executive

Events Lead