Hybrid Paraplanner: Technical Reports & Pension Modelling

Hybrid Paraplanner: Technical Reports & Pension Modelling

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

  • Tasks: Create technical reports and perform pension modelling with no client contact.
  • Company: Join Eight Financial Advice, a growing team focused on work-life balance.
  • Benefits: Enjoy hybrid working, training opportunities, and a supportive environment.
  • Other info: Great opportunity for career growth in a dynamic financial services environment.
  • Why this job: Perfect for those seeking a fulfilling role in financial advice without direct client interaction.
  • Qualifications: Experience in paraplanning or related fields is preferred.

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

Eight Financial Advice is seeking an experienced paraplanner to join our expanding team.

The role focuses on technical work with no client contact, offering hybrid working and a healthy work-life balance.

You’ll produce suitability reports and run technical calculations, with training provided for strong paraplanning candidates from related areas, including pension transfers and withdrawals.

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Hybrid Paraplanner: Technical Reports & Pension Modelling 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.

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Contact Details:

Eight Financial Advice Recruitment Team

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

Technical Report Writing
Pension Modelling
Suitability Report Production
Technical Calculations
Pension Transfers
Pension Withdrawals
Analytical Skills