Hybrid Paraplanner: Technical Reports & Pensions in Marlow

Hybrid Paraplanner: Technical Reports & Pensions in Marlow

Marlow Full-Time 41850 - 51150 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create top-notch reports and calculations while supporting advisers in client interactions.
  • Company: Join Eight Financial Advice, a growing firm with a supportive team culture.
  • Benefits: Enjoy a hybrid work model, flexible hours, and training opportunities.
  • Other info: Great career growth potential in a dynamic and expanding environment.
  • Why this job: Make a real difference in clients' financial journeys while maintaining work-life balance.
  • Qualifications: Experience as a paraplanner, especially with pensions, is preferred.

The predicted salary is between 41850 - 51150 £ per year.

Eight Financial Advice is expanding and seeking an experienced Paraplanner to join our growing team.

The role is hybrid, with 3 days in the office and 2 days where you work best, providing flexibility and a healthy work‑life balance.

You’ll produce high-quality suitability reports and technical calculations, with advisers handling client‑facing work.

Training is available for strong paraplanners, especially those with pension transfer experience.

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Hybrid Paraplanner: Technical Reports & Pensions 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.

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Contact Details:

Eight Financial Advice Recruitment Team

We think you need these skills to ace Hybrid Paraplanner: Technical Reports & Pensions in Marlow

Paraplanning
Technical Report Writing
Pension Transfer Experience
Suitability Reports
Technical Calculations
Attention to Detail
Communication Skills