Paraplanner β€” Hybrid, Pension & Cashflow Focus

Paraplanner β€” Hybrid, Pension & Cashflow Focus

Full-Time 40500 - 49500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Produce suitability reports and technical calculations with no client contact.
  • Company: Join Eight Financial Advice, a supportive team in the finance sector.
  • Benefits: Enjoy a hybrid work model and full admin support for efficiency.
  • Other info: Great opportunity for career growth in a dynamic environment.
  • Why this job: Make a difference in financial planning without direct client interaction.
  • Qualifications: Experience in paraplanning and solid knowledge of financial products required.

The predicted salary is between 40500 - 49500 Β£ per year.

Eight Financial Advice is hiring a Paraplanner on a full-time, hybrid basis in Whiteley/Fareham.

The role focuses on producing suitability reports and technical calculations with no client contact.

You’ll join a supportive team and receive full admin support to handle technical work efficiently.

The ideal candidate has paraplanning experience, solid knowledge of financial products, and may have pension transfer/withdrawal experience.

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Paraplanner β€” Hybrid, Pension & Cashflow Focus 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 Paraplanner β€” Hybrid, Pension & Cashflow Focus

Paraplanning Experience
Suitability Reports
Technical Calculations
Knowledge of Financial Products
Pension Transfer Experience
Pension Withdrawal Experience
Attention to Detail