Hybrid Paraplanner - Technical Reports & Pension Transfers

Eight Financial Advice; Marlow; Hybrid; GBP 32,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday

Bank holidays

Your birthday off

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Free mortgage and pension advice

Volunteering time

Regular socials & epic events

Job summary

Eight Financial Advice is seeking an experienced Paraplanner for a full-time hybrid role based in the UK. You will focus on technical work, producing suitability reports and complex calculations with minimal client contact, while our advisers handle client-facing duties.

The role offers hybrid working (three days in the office, two at a location of your choice), a supportive team, and a structured training path.

Qualifications

• Paraplanning experience within a network (ideal but not essential).
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling.
• Strong organisational skills and ability to manage own 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.
• Focus on technical work with minimal client contact.
• Collaborate with advisers and team to ensure accuracy and timely delivery.

Skills

Paraplanning

Pension transfers

Withdrawals

Cashflow modelling

Organisation

Communication

Time management

Adviser relationships

Job description

Eight Financial Advice is seeking an experienced Paraplanner for a full-time hybrid role based in the UK. You will focus on technical work, producing suitability reports and complex calculations with minimal client contact, while our advisers handle client-facing duties.

The role offers hybrid working (three days in the office, two at a location of your choice), a supportive team, and a structured training path.