Paraplanner

Eight Financial Advice; Fareham; Hybrid; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Free mortgage and pension advice

Volunteering time

Regular socials

Job summary

Eight Financial Advice in Whiteley–Fareham is seeking an experienced Paraplanner for a full-time hybrid role. You’ll focus on producing high-quality suitability reports and technical calculations while advisers handle client-facing work.

Ideal candidates have paraplanning experience with SJP or similar networks, and familiarity with pension transfers, withdrawals, and cashflow modelling. Full training is provided for strong paraplanning backgrounds.

Qualifications

• Paraplanning experience within SJP or a similar network (ideal)
• 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

Responsibilities

• Produce high-quality suitability reports and technical calculations.
• Attend to paraplanning tasks without client contact.
• Manage own workload and meet deadlines in a hybrid setup.
• Collaborate with advisers and internal team to ensure accuracy.

Skills

Paraplanning

SJP experience

Pension transfers

Cashflow modelling

Financial planning

Time management

Written communication

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.

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.

Requirements

• 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

Benefits

• 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