Paraplanner

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

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