At a Glance
- Tasks: Produce high-quality reports and technical calculations with full admin support.
- Company: Join Eight Financial Advice, a supportive team 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.
- Eight Financial Advice
- Are you an experienced
- Paraplanner (Full-Time) - Hybrid, Whiteley - Fareham
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.
What You'll Be Doing
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
- #J-18808-Ljbffr
Paraplanner 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.
