Executive Assistant at Eight Financial Advice

Winchester, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

0.0

Posted On

11 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organisational Skills, Communication Skills, Microsoft 365, Monday.com, Event Coordination, Document Management, Data Handling, Performance Metrics, Collaboration, Written Communication, Verbal Communication, Financial Advice Knowledge

Industry

Financial Services

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. Knowledge and skills needed to perform the role 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. 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

Responsibilities

The Executive Assistant provides essential support to the Growth and Development team through effective planning, communication, and data management. Responsibilities include managing advisor communications, meeting logistics, learning and development coordination, presentation support, data reporting, and general administrative tasks.