Paraplanning Associate

Eight Financial Advice; Broadstone; On-site; GBP 27,000 - 29,000; Full time

Job summary

A financial advice firm is seeking a Paraplanning Associate in Broadstone, UK. This role involves producing compliance documents, conducting income sustainability checks, and collaborating with advisers. Ideal candidates have experience in financial planning, excellent written communication skills, and a proactive approach to learning. The position offers hybrid working and various benefits, including a performance bonus and private medical insurance.

Benefits

Hybrid working: 3 days in the office, 2 days remote

Performance bonus

28 days' holiday

Private medical insurance

Wellbeing support

Volunteering time

Regular socials

Qualifications

• Experience in financial planning or paraplanning is preferred.
• Interest in pensions, investments, and mortgages is beneficial.
• Ability to work under pressure and in a team environment.

Responsibilities

• Draft suitability letters for client reviews and fund switches.
• Perform income sustainability calculations.
• Collaborate with advisers to enhance the client experience.

Skills

Attention to detail

Written communication

Organizational skills

Proactive learner

Tools

Salesforce

Microsoft Office

Job description

Eight Wealth Management - Totton

£27,000 - £29,000

Are you looking to build your career in paraplanning, love working with data and detail, and want to be part of a forward‑thinking, people‑first financial advice firm? If you enjoy producing high‑quality advice documents and learning in a fast‑paced environment, this role is for you.

About The Role

As a Paraplanning Associate, you'll support our advisers by preparing compliant, clear, and personalised advice documentation for our clients. You'll focus on producing suitability reports, completing income sustainability checks, and ensuring every recommendation aligns with both regulatory standards and our company values. This role is a fantastic step for someone early in their paraplanning journey who wants to grow in a supportive and collaborative team.

Key Responsibilities

• Draft client‑focused suitability letters for Annual Reviews & Fund Switches
• Drawdown Reviews
• Mortgage Recommendations
• Disinvestment Advice
• Perform income sustainability calculations and document assumptions clearly
• Prepare case submissions for Business Assurance and liaise to resolve any queries
• Maintain accurate records using Salesforce, Monday.com, and internal systems
• Ensure every document meets compliance and regulatory expectations
• Keep up to date with guidance from SJP and FCA regulations
• Collaborate with advisers and the wider paraplanning team to deliver an excellent client experience

Requirements

• Some experience in a financial planning, paraplanning, or adviser support role
• An interest in building technical knowledge of pensions, investments, and mortgages
• Excellent written communication and strong attention to detail
• Confidence working with systems like Salesforce and Microsoft Office
• A proactive learner with strong organisational skills
• Team‑oriented and able to balance quality and efficiency under pressure

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