Ongoing advice specialist Work, Jobs in Chickerell, Dor (with Salaries)

Ongoing Advice Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
12d
Electrical Maintenance Engineer
Newsquest Printing —Weymouth
- £41,160 a year
- Full-time
- Maintenance
- Employee discount
- Gym membership
Quick apply
11d
Forensic Link Worker (East)
Somerset NHS Foundation Trust —Yeovil
- £49,387 - £56,515 a year
- Full-time
- Hybrid work
- Supervising experience
- Leadership
- Annual leave
- Employee discount
Systemic Family Psychotherapist
Dorset HealthCare University NHS Foundation Trust —Poole
- £57,528 - £64,750 a year
- Full-time
Band A Dentist
Somerset NHS Foundation Trust —Dorchester
- £54,502 - £81,753 a year
- Part-time
- Nursing home
- Annual leave
- Employee discount
Optometrist
Vision Express —Crewkerne
- Up to £79,000 a year
- School
- Annual leave
- Employee discount

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Ongoing Advice Specialist

Eight Financial Advice -
Broadstone

Quick apply

Job details

Full-time
£28,000 a year
12 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Pension
Financial services
Communication skills

Full job description

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. You’ll be responsible for producing accurate and compliant suitability documentation, supporting case submissions, and ensuring all recommendations align with regulatory and internal standards.

Working closely with advisers, paraplanners, and Business Assurance teams, you’ll help ensure cases are processed efficiently while maintaining an exceptional level of quality and client care.

Key Responsibilities

Produce high-quality suitability letters for:
- Annual Reviews & Fund Switches
- Drawdown Reviews
- Mortgage Recommendations
- Disinvestment Scenarios
- Carry out income sustainability calculations and support ongoing drawdown assessments
- Prepare and submit cases to Business Assurance with accurate supporting documentation
- Review documentation for accuracy, completeness, and compliance before submission
- Liaise with internal teams to resolve queries and support smooth case progression
- Maintain accurate records across Salesforce, iBusiness, Monday.com, and other internal systems
- Keep up to date with FCA regulations, SJP guidance, and evolving compliance standards

Requirements

We’re looking for someone who is:

Highly organised with excellent attention to detail
Experienced within financial services, paraplanning, or ongoing advice support
Confident producing technical and client-facing financial documentation
Comfortable managing multiple cases and deadlines simultaneously
A strong communicator who works well collaboratively across teams
Proactive, dependable, and committed to delivering high standards
Knowledge of pensions, drawdown, investments, fund switching, mortgages, and disinvestment processes would be highly beneficial.

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
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

Quick apply

Refine Your Search

ongoing advice specialist jobs in chickerell, dor

Ongoing Advice Specialist

Electrical Maintenance Engineer

Forensic Link Worker (East)

Systemic Family Psychotherapist

Band A Dentist

Optometrist

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