Eight Financial Advice

Financial Planning and Analysis

• Build and grow your own client bank
• Provide financial advice to clients
• Focus on advising, building relationships and growing your business
• Generate and develop your own business opportunities over time
• Deliver great client outcomes
• Work with in-house paraplanning, personal assistance and compliance support
• Collaborate with support teams across advice, paraplanning, administration and compliance

Financial Adviser

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 awareness of financial products, regulatory requirements, and internal processes
• Collaborate with advisers and internal stakeholders to support operational excellence

Quality Assurance Specialist

Events

• Attend and actively contribute to internal planning and operational meetings
• Execute all EIGHT events to a consistently high standard, following agreed event strategies and plans
• Manage event logistics including venues, suppliers, equipment, timings, and on-the-day coordination
• Ensure guests receive clear, timely, and professional pre- and post-event communications
• Manage guest registration, attendance tracking, and confirmations
• Ensure guests feel welcomed, informed, and well looked after
• Inform the New Enquiries Manager of upcoming events
• Coordinate and send event-related email communications according to agreed timelines and messaging
• Support post-event follow-up communications
• Handover lead and prospect event attendees to the New Enquiries Manager with relevant details and feedback
• 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 content reflects the EIGHT brand and approved event tone

Financial Adviser

Quality Assurance Specialist

Events Executive