Paraplanner

Eight Financial Advice; United Kingdom; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday

Private medical insurance

Wellbeing support

Mortgage and pension advice

Volunteering time

Social events

Job summary

Eight Financial Advice in Whiteley - Fareham is expanding and seeks an experienced Paraplanner for a full-time, hybrid role. You’ll focus on technical work with no client contact, supported by full admin backing to maintain balance.

You’ll produce high-quality suitability reports and technical calculations; pension transfers/withdrawals experience is welcome, and full training is available for strong paraplanners from related areas. Hybrid setup: 3 days in the office, 2 days remote.

Qualifications

• Paraplanning experience within an IFA network or similar is ideal.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers, withdrawals and cashflow modelling is preferred.
• Strong organisational skills and ability to manage own workload.

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal distraction.
• No client contact is required; full admin support is provided.
• Assist advisers by handling paraplanning tasks and documents efficiently.

Skills

Paraplanning experience

Pension transfers

Cashflow modelling

Job description

Paraplanner (Full-Time) – Hybrid
Whiteley - Fareham
Eight Financial Advice

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

AtEight 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-qualitysuitability reportsandtechnical calculations, with minimal distraction – our advisers handle all client-facing work.

If you have experience withpension 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 withinSJPor a similar network (ideal but not essential)


• A solid understanding of financial planning products and processes


• Experience withpension transfers, withdrawalsandcashflow 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 advicefrom our in-house experts


• Volunteering time: 8 paid hours annually via The Eight Foundation


• Regular socials & epic events