At a Glance
- Tasks: Create top-notch suitability reports and perform technical calculations for clients.
- Company: Join Eight Financial Advice, a dynamic firm with a focus on client success.
- Benefits: Enjoy hybrid working, training opportunities, and a supportive team environment.
- Other info: Flexible work schedule with 3 days in the office and 2 days remote.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational and communication skills; paraplanning experience is a plus.
The predicted salary is between 38250 - 46750 £ per year.
Eight Financial Advice is hiring a Paraplanner for a full-time hybrid role based in Whiteley/Fareham.
You will focus on producing high-quality suitability reports and technical calculations, while advisers manage client contact.
The role offers hybrid working with 3 days in the office and 2 days flexible; training is available for strong paraplanning experience in related areas.
Strong organisational and communication skills are essential.
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Hybrid Paraplanner - Reports & Pension Transfers Focus in Marlow 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.
