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Eight Financial Advice

Financial Adviser

Eight Financial Advice

. Build and grow your own client bank .

Posted 10/3/2026contractWhiteley • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on delivering exceptional client outcomes and developing business opportunities. Holds relevant financial qualifications and possesses a proven track record in an authorised Financial Adviser role.

Highest-signal resume keywords
Diploma-Level Financial Planning QualificationsCompetent Adviser StatusExperience in Authorised Financial Adviser RoleStrong Track Record of Building Trusted Client RelationshipsAmbition to Generate and Develop Business Opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Building RelationshipsClient Outcome DeliveryCollaboration with Support Teams
Industry Keywords
Financial AdviceClient BankBusiness OpportunitiesParaplanningCompliance Support

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Diploma-level financial planning qualifications
  • Current/previous experience in an authorised Financial Adviser role
  • Competent Adviser status
  • Strong track record of building trusted client relationships
  • Ambition to generate and develop your own business opportunities over time
  • Genuine commitment to delivering great outcomes for clients

Benefits

Comp & perks
  • A clear and transparent remuneration structure
  • Potential initial financial support to help with your transition to Eight
  • In-house paraplanning, personal assistance and compliance support
  • Strong support network across advice, paraplanning, administration and compliance
  • Opportunity to develop and grow your own client bank