Paraplanner

Eight Financial Advice; Liss Forest; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Performance bonus

Company-wide bonus

28 days holiday + bank holidays + your

birthday off

Private medical insurance

Life assurance (4x salary)

Free mortgage and pension advice

Volunteering time: 8 hours annually

Job summary

Eight Financial Advice is seeking a Paraplanner for a Full-Time Hybrid role in the UK. You will focus on producing technical reports and calculations, with no client-facing duties. Hybrid setup offers three days in the office and two days remote, plus a sponsored development path.

The team values accuracy, organisation, and timely delivery, with incentives including performance bonuses and company-wide bonuses once targets are met.

Qualifications

• Paraplanning experience within SJP or similar network is ideal.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling preferred.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal client contact.
• Work with advisers to ensure accurate documentation and compliance.

Skills

Paraplanning experience

Pension transfers

Cashflow modelling

Organisational skills

Workload management

Job description

Paraplanner Eight Financial AdviceTotton, England, GB

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.

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
• 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)
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events