At a Glance
- Tasks: Create high-quality reports and calculations without client distractions.
- Company: Join a supportive team at Eight Financial Advice with a hybrid work model.
- Benefits: Enjoy 28 days holiday, performance bonuses, and private medical insurance.
- Other info: Get involved in regular socials and have volunteering time off!
- Why this job: Focus on the technical work you love while maintaining a healthy work-life balance.
- Qualifications: Experience in paraplanning and strong organisational skills are preferred.
The predicted salary is between 38250 - 46750 £ per year.
- 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
- #J-18808-Ljbffr
Paraplanner 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eight Financial Advice. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eight Financial Advice.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eight Financial Advice's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eight Financial Advice
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eight Financial Advice.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eight Financial Advice will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eight Financial Advice employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
