Hybrid Paraplanner: Technical Reports & Modelling

Eight Financial Advice; Merley; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonus

Company-wide bonus

28 days holiday + bank holidays + your

Private medical insurance

Life assurance (4x salary)

In-house mortgage and pension advice

Volunteering time: 8 hours annually

Regular socials & epic events

Job summary

Eight Financial Advice is expanding its team and seeks experienced Paraplanners to join our growing practice. You’ll focus on technical work, producing suitability reports and calculations, with no client contact required.

The role is hybrid (3 days in the office, 2 days flexible) with strong training offered for paraplanning experience in related areas. We offer a supportive environment and opportunities for professional growth.

Qualifications

• Paraplanning experience within a financial planning context.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling preferred.
• Strong organisational skills and the ability to manage your own workload.
• Confident in managing relationships with advisers and team members.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal distraction.
• Adviser-handled client-facing work is not required.

Skills

Paraplanning experience

Financial planning knowledge

Organisational skills

Deadline-driven

Adviser relationship management

Job description

Eight Financial Advice is expanding its team and seeks experienced Paraplanners to join our growing practice. You’ll focus on technical work, producing suitability reports and calculations, with no client contact required.

The role is hybrid (3 days in the office, 2 days flexible) with strong training offered for paraplanning experience in related areas. We offer a supportive environment and opportunities for professional growth.