Paraplanner

Eight Financial Advice; Whiteley; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

28 days holiday + bank holidays + your

Birthday off

Private medical insurance

Life assurance

Wellbeing support

Free mortgage and pension advice

Volunteering time

Regular socials

Job summary

Eight Financial Advice is seeking an experienced Paraplanner for a full-time, hybrid role in Whiteley/Fareham. You will focus on producing high-quality suitability reports and technical calculations with no client contact, while our advisers handle client-facing work.

The role supports pension transfers and withdrawals expertise, with full training available for strong paraplanning candidates from related areas. Hybrid working offers three days in the office and two days remote.

Qualifications

• Paraplanning experience within SJP or similar network.
• Solid understanding of financial planning products and processes.
• Experience with pension transfers and withdrawals.
• Cashflow modelling experience preferred.
• Strong organisational skills and ability to manage 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 distraction.
• No client contact required; advisers handle client-facing work.

Skills

Paraplanning experience

Financial planning knowledge

Pension transfers

Pension withdrawals

Cashflow modelling

Organisation

Written communication

Verbal communication

Deadline management

Stakeholder management

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