Paraplanner

Eight Financial Advice; Whiteley; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

28 days' holiday + bank holidays + own

Private medical insurance

Wellbeing support

Mortgage and pension advice from in‑h​

Volunteering time

Regular socials & epic events

Job summary

Eight Financial Advice in Whiteley (Fareham area) is seeking a Paraplanner (Full-Time) for a hybrid role. The successful candidate will focus on producing high-quality suitability reports and technical calculations while advisers handle client contact, and will receive strong admin support.

Full training is available for candidates with strong paraplanning background. The role emphasizes organisation, accuracy, and deadlines, with potential for bonuses and a supportive team environment.

Qualifications

• 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

Responsibilities

• Produce high-quality suitability reports and technical calculations with minimal client contact
• Operate with full admin support and be supported by advisers

Skills

Paraplanning experience

Financial planning knowledge

Pension transfers/withdrawals

Cashflow modelling

Organisational skills

Written and verbal communication

Deadline-driven

Relationship management

Job description

Eight Financial Advice

Are you an experienced

Paraplanner (Full-Time) - Hybrid, Whiteley - Fareham

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
• 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