Eight Financial AdviceMarketing & Operations

Ongoing Advice Specialist

Whiteleyonsitemid

Posted 4w ago · via Workable

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About this role

Eight Financial Advice Ongoing Advice Specialist £28,000 We’re looking for an organised and detail-oriented Ongoing Advice Specialist to join our Ongoing Advice Team and support the delivery of high-quality, compliant financial advice documentation. This is an excellent opportunity for someone with experience in paraplanning, financial services administration, or ongoing advice support who enjoys technical work, thrives in a fast-paced environment, and takes pride in delivering exceptional standards. The Role As an Ongoing Advice Specialist, you’ll play a key role in supporting advisers and clients throughout the ongoing advice journey.…

Read the full description on Eight Financial Advice's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams, salesforce

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Whiteley. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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