Hybrid Paraplanner — Technical Reports & Pension Modelling

Eight Financial Advice; United Kingdom; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday

Private medical insurance

Wellbeing support

Mortgage and pension advice

Volunteering time

Social events

Job summary

Eight Financial Advice in Whiteley - Fareham is expanding and seeks an experienced Paraplanner for a full-time, hybrid role. You’ll focus on technical work with no client contact, supported by full admin backing to maintain balance.

You’ll produce high-quality suitability reports and technical calculations; pension transfers/withdrawals experience is welcome, and full training is available for strong paraplanners from related areas. Hybrid setup: 3 days in the office, 2 days remote.

Qualifications

• Paraplanning experience within an IFA network or similar is ideal.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling is preferred.
• Strong organisational skills and ability to manage own workload.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal distraction.
• No client contact is required; full admin support is provided.
• Assist advisers by handling paraplanning tasks and documents efficiently.

Skills

Paraplanning experience

Pension transfers

Cashflow modelling

Job description

Eight Financial Advice in Whiteley - Fareham is expanding and seeks an experienced Paraplanner for a full-time, hybrid role. You’ll focus on technical work with no client contact, supported by full admin backing to maintain balance.

You’ll produce high-quality suitability reports and technical calculations; pension transfers/withdrawals experience is welcome, and full training is available for strong paraplanners from related areas. Hybrid setup: 3 days in the office, 2 days remote.