Ongoing advice specialist Work, Jobs in Poole Bh15 (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
6d
IPS Employment Specialist
Dorset HealthCare University NHS Foundation Trust —Poole
- £32,073 - £39,043 a year
- Full-time
11d
Lead Employment Specialist (Permanent, Full Time, - £33,502 - 35,016 per annum) Southeast Dorset and BCP
Bournemouth Churches Housing Association —Bournemouth
- £33,502 - £35,016 a year
- Full-time
- Supervising experience
- Leadership
Quick apply
14d
Head of Legal Services and Deputy Monitoring Officer
BCP Council —Bournemouth
- £84,251 a year
- Management
- Travel
- Leadership
Business Development Manager
Swanton Community Services —Poole
- £45,000 - £55,000 a year
- Full-time
- Microsoft Office
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
1d
Chief Reporter - Bournemouth
Newsquest Media Group —Bournemouth
- Full-time
- Hybrid work
- Employee discount
Quick apply
1d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Acute Oncology Clinical Nurse Specialist
Salisbury NHS Foundation Trust —Salisbury
- £49,387 - £56,515 a year
- Full-time
- Annual leave
- Employee discount
Dispensing Optician
Hakim Group —Poole
- £30,000 - £35,000 a year
- Full-time
- Patient care
- Communication skills
- Employee discount
Associate – Residential Property
moorebarlow —Lymington
- Communication skills
- Annual leave
Electrical Maintenance Engineer
Newsquest Printing —Weymouth
- £41,160 a year
- Full-time
- Maintenance
- Employee discount
- Gym membership
Quick apply
5d
Systemic Family Psychotherapist
Dorset HealthCare University NHS Foundation Trust —Poole
- £57,528 - £64,750 a year
- Full-time
Registered Building Inspector
CHPK Group —Bournemouth
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
11d
Senior EMC Test Engineer
Eurofins UK Product Testing Services —Wimborne
- Full-time
- Engineering
- Mentoring
- Leadership
Quick apply
Band A Dentist
Somerset NHS Foundation Trust —Dorchester
- £54,502 - £81,753 a year
- Part-time
- Nursing home
- Annual leave
- Employee discount

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IPS Employment Specialist
Dorset HealthCare University NHS Foundation Trust —Poole
You will be required to have a full and valid UK driving licence and to travel using own vehicle on Trust business.
£32,073 - £39,043 a year
11d
Lead Employment Specialist (Permanent, Full Time, - £33,502 - 35,016 per annum) Southeast Dorset and BCP
Bournemouth Churches Housing Association —Bournemouth
Work collaboratively with partners across health, employment, education, social care and the wider community to provide joined-up support.
£33,502 - £35,016 a year
Quick apply
14d

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Ongoing Advice Specialist

Eight Financial Advice -
Broadstone

Quick apply

Job details

Full-time
£28,000 a year
6 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 poole bh15

Ongoing Advice Specialist

IPS Employment Specialist

Lead Employment Specialist (Permanent, Full Time, - £33,502 - 35,016 per annum) Southeast Dorset and BCP

Head of Legal Services and Deputy Monitoring Officer

Business Development Manager

Chief Reporter - Bournemouth

Wealth Planning Team Leader - Wealth Management

Acute Oncology Clinical Nurse Specialist

Dispensing Optician

Associate – Residential Property

Electrical Maintenance Engineer

Systemic Family Psychotherapist

Registered Building Inspector

Senior EMC Test Engineer

Band A Dentist

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I want to receive the latest job alerts for ongoing advice specialist in poole bh15

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