Hybrid Paraplanner — Technical Reports & Pension Expertise

Eight Financial Advice; Whiteley; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

28 days holiday + bank holidays + your

Birthday off

Private medical insurance

Life assurance

Wellbeing support

Free mortgage and pension advice

Volunteering time

Regular socials

Job summary

Eight Financial Advice is seeking an experienced Paraplanner for a full-time, hybrid role in Whiteley/Fareham. You will focus on producing high-quality suitability reports and technical calculations with no client contact, while our advisers handle client-facing work.

The role supports pension transfers and withdrawals expertise, with full training available for strong paraplanning candidates from related areas. Hybrid working offers three days in the office and two days remote.

Qualifications

• Paraplanning experience within SJP or similar network.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers and withdrawals.
• Cashflow modelling experience preferred.
• Strong organisational skills and ability to manage workload.
• Excellent written and verbal communication.
• Ability to work accurately and meet deadlines under pressure.
• Confident in managing relationships with advisers and team members.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal distraction.
• No client contact required; advisers handle client-facing work.

Skills

Paraplanning experience

Financial planning knowledge

Pension transfers

Pension withdrawals

Cashflow modelling

Organisation

Written communication

Verbal communication

Deadline management

Stakeholder management

Job description

Eight Financial Advice is seeking an experienced Paraplanner for a full-time, hybrid role in Whiteley/Fareham. You will focus on producing high-quality suitability reports and technical calculations with no client contact, while our advisers handle client-facing work.

The role supports pension transfers and withdrawals expertise, with full training available for strong paraplanning candidates from related areas. Hybrid working offers three days in the office and two days remote.