At a Glance
- Tasks: Produce high-quality reports and calculations with full admin support.
- Company: Join a supportive team at Eight Financial Advice, focused on your growth.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday plus your birthday off.
- Other info: Regular socials and volunteering opportunities to give back to the community.
- 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.
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.
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
Paraplanner in Fareham employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Fareham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Eight Financial Advice. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Eight Financial Advice.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Eight Financial Advice. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner in Fareham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Eight Financial Advice and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Eight Financial Advice how you can be a team player!
How to prepare for a job interview at Eight Financial Advice
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Eight Financial Advice.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Eight Financial Advice's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
