Executive Assistant

Eight Financial Advice; Whiteley; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm in Whiteley is looking for a coordinator to support adviser growth through effective planning and communication. You will manage communication logistics, coordinate meetings, support learning initiatives, handle data management, and provide administrative support. The role offers hybrid working, performance bonuses, and comprehensive benefits including medical insurance and additional holiday days.

Benefits

Performance bonus

28 days’ holiday plus bank holidays

Private medical insurance

Life assurance (4x salary)

EAP and mental health support

Free mortgage and pension advice

Paid volunteering time

Regular socials

Qualifications

• Strong organisational and communication skills are required.
• Proficiency with Microsoft 365 and workflow tools like Monday.com is essential.
• Experience in event coordination and document management needed.
• Confidence in handling data and producing performance metrics is a must.
• Ability to collaborate across departments required.
• Professional written and verbal communication skills needed.
• Knowledge of financial advice is desirable.

Responsibilities

• Manage adviser communications and oversee information flow.
• Coordinate adviser meeting logistics and document meetings.
• Support learning and development sessions logistics.
• Assist in production of marketing materials.
• Manage data entry and performance reports.
• Provide general administrative support for incentives.
• Liaise with compliance, operations, and finance teams.

Skills

Organisational skills

Communication skills

Proficiency with Microsoft 365

Event coordination

Data handling

Collaboration

Professional communication

Knowledge of financial advice

Tools

Monday.com

Job description

Working closely with the Head of G&D and the Adviser Growth and Development Leaders, this role provides essential support to the team through effective planning, communication, and data management.

• Advisor communications – manage weekly and ad‑hoc communications, incentive communications, and oversee the flow of information shared on the Adviser Team chat and Adviser Channel.
• Adviser meeting logistics – including venue selection, scheduling, and follow‑ups; document meetings; manage action items.
• Learning and development coordination – maintain learning runway and skills assessment documentation; handle Adviser session logistics; collaborate with internal colleagues, SJP, and external partners where appropriate.
• Presentation and marketing support – produce slides for G&D initiatives and meetings; assist with marketing material creation and distribution.
• Data and reporting – manage data entry, own Monday.com boards, and produce monthly and quarterly Adviser cohort performance reports; handle ad‑hoc data queries.
• General administrative support – assist with incentives logistics and planning; coordinate with external providers.
• Cross‑functional liaison – work closely with Risk & Compliance, Operations, and Finance teams to support G&D leadership and strategy planning.

Requirements

• Strong organisational and communication skills.
• Proficiency with Microsoft 365 and Monday.com (or equivalent workflow tools).
• Experience in event coordination and document management.
• Confidence handling data and producing performance metrics.
• Collaborative mindset and ability to work across departments.
• Professional written and verbal communication skills.
• Knowledge of financial advice desirable.

Benefits

• Hybrid working: 3 days in the office, 2 days wherever you work best
• 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