Paraplanner

Eight Financial Advice; Merley; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonus

Company-wide bonus

28 days holiday + bank holidays + your

Private medical insurance

Life assurance (4x salary)

In-house mortgage and pension advice

Volunteering time: 8 hours annually

Regular socials & epic events

Job summary

Eight Financial Advice is expanding its team and seeks experienced Paraplanners to join our growing practice. You’ll focus on technical work, producing suitability reports and calculations, with no client contact required.

The role is hybrid (3 days in the office, 2 days flexible) with strong training offered for paraplanning experience in related areas. We offer a supportive environment and opportunities for professional growth.

Qualifications

• Paraplanning experience within a financial planning context.
• 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.
• Confident in managing relationships with advisers and team members.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal distraction.
• Adviser-handled client-facing work is not required.

Skills

Paraplanning experience

Financial planning knowledge

Organisational skills

Deadline-driven

Adviser relationship management

Job description

Paraplanner Eight Financial AdviceBroadstone, 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