Hybrid Paraplanner: Technical Reports & Pension Transfers

Hybrid Paraplanner: Technical Reports & Pension Transfers

Full-Time 29700 - 36300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create detailed reports and perform technical calculations for financial advice.
  • Company: Eight Financial Advice, a supportive team in Whiteley.
  • Benefits: Full training, potential bonuses, and strong admin support.
  • Other info: Hybrid role with opportunities for career growth.
  • Why this job: Join a dynamic team and enhance your skills in financial planning.
  • Qualifications: Strong paraplanning background and excellent organisational skills.

The predicted salary is between 29700 - 36300 Β£ per year.

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.

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Hybrid Paraplanner: Technical Reports & Pension Transfers employer: Eight Financial Advice

Eight Financial Advice is an excellent employer, offering a supportive work culture that prioritises employee growth and development. With a hybrid working model, employees enjoy the flexibility of balancing their professional and personal lives while being part of a dedicated team focused on delivering high-quality financial advice. The company provides comprehensive training and resources, ensuring that every Paraplanner can thrive in their role and contribute meaningfully to the team's success.

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Contact Details:

Eight Financial Advice Recruitment Team

We think you need these skills to ace Hybrid Paraplanner: Technical Reports & Pension Transfers

Suitability Report Writing
Technical Calculations
Organisational Skills
Attention to Detail
Time Management
Paraplanning Knowledge
Communication Skills