At a Glance
- Tasks: Create top-notch reports and calculations without client distractions.
- Company: Join Eight Financial Advice, a supportive and flexible team.
- Benefits: Enjoy hybrid work, performance bonuses, and 28 days holiday plus your birthday off.
- Other info: Regular socials and volunteering opportunities to give back.
- Why this job: Focus on the technical work you love while enjoying a great work-life balance.
- Qualifications: Experience in paraplanning or strong organisational skills; training provided for the right candidate.
The predicted salary is between 38250 - 46750 £ per year.
Paraplanner (Full-Time) – Hybrid
Whiteley - Fareham
Eight Financial Advice
Are you an experienced Paraplannerlooking 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-qualitysuitability reportsandtechnical calculations, with minimal distraction – our advisers handle all client-facing work.
If you have experience withpension 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 SJPor a similar network (ideal but not essential)
- A solid understanding of financial planning products and processes
- Experience withpension transfers, withdrawalsandcashflow 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 advicefrom our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
- #J-18808-Ljbffr
Paraplanner in Winchester employer: Eight Financial Advice
At Eight Financial Advice, we pride ourselves on being an excellent employer by offering a supportive and flexible work environment tailored for Paraplanners. With a focus on technical work and minimal client interaction, our team enjoys a healthy work-life balance, comprehensive benefits including private medical insurance and performance bonuses, as well as ample opportunities for professional growth and development. Located in Whiteley, Fareham, we foster a vibrant work culture with regular social events and a commitment to employee wellbeing.
