Hybrid Paraplanner: Technical Reports & Pension Insights

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

Benefits offered by this job

Hybrid working

Performance bonus

Company bonus

28 days holiday

Bank holidays

Birthday off

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Mortgage and pension advice

Volunteering time

Social events

Job summary

Eight Financial Advice in Whiteley – Fareham area is seeking a skilled Paraplanner for a full-time hybrid role. You will focus on producing high-quality suitability reports and technical calculations while advisers handle client contact.

The role offers hybrid working (3 days in office, 2 days remote), full admin support, and opportunities to specialise in pension transfers, withdrawals, and cashflow modelling. Training available for strong paraplanning candidates.

Qualifications

• Paraplanning experience within SJP or a similar network.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling.
• Strong organisational skills and the 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.
• Support advisers by handling technical work with minimal client contact.
• Assist with pension transfers and withdrawals where applicable.
• Maintain accurate documentation and meet deadlines.

Skills

Paraplanning experience

SJP network familiarity

Pension transfers

Withdrawals

Cashflow modelling

Organisational skills

Written and verbal communication

Deadline management

Job description

Eight Financial Advice in Whiteley – Fareham area is seeking a skilled Paraplanner for a full-time hybrid role. You will focus on producing high-quality suitability reports and technical calculations while advisers handle client contact.

The role offers hybrid working (3 days in office, 2 days remote), full admin support, and opportunities to specialise in pension transfers, withdrawals, and cashflow modelling. Training available for strong paraplanning candidates.