Paraplanner

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

Paraplanner (Full-Time) – Hybrid Whiteley - Fareham

Eight Financial Advice

Are you an experienced Paraplanner looking for greater flexibility, a supportive team, and the opportunity to focus purely on the technical work you enjoy?

At Eight Financial Advice, we’re expanding and looking for skilled Paraplanners to join our growing team. Our paraplanners are given full admin support meaning no client contact is required! This role is hybrid, offering flexibility and a healthy work-life balance.

What You’ll Be Doing:

You’ll be responsible for producing high-quality suitability reports and technical calculations, with minimal distraction – our advisers handle all client-facing work.

If you have experience with pension transfers and withdrawals, you’ll be especially well-suited to this role. However, we’re happy to provide full training for the right candidate with strong paraplanning experience in other areas.

• Paraplanning experience within SJP or a similar network (ideal but not essential)
• A 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
• Excellent written and verbal communication
• Ability to work accurately and meet deadlines under pressure
• Confident in managing relationships with advisers and team members

• Hybrid working: 3 days in the office, 2 days wherever you work best
• Performance bonus + Company-wide bonus (when Eight hits targets)
• 28 days' holiday + bank holidays + your birthday off
• Private medical insurance & life assurance (4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events