Paraplanner (Hybrid) - Master Reports & Pension Transfers in Royal Tunbridge Wells

Paraplanner (Hybrid) - Master Reports & Pension Transfers in Royal Tunbridge Wells

Royal Tunbridge Wells Full-Time 41850 - 51150 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create detailed financial reports and perform technical calculations without client interaction.
  • Company: Eight Financial Advice, a supportive and expanding team in the UK.
  • Benefits: Hybrid work model, full admin support, and opportunities for professional growth.
  • Other info: Enjoy a collaborative environment with a focus on your development.
  • Why this job: Join a dynamic team and focus on impactful financial planning tasks.
  • Qualifications: Experience in paraplanning and strong analytical skills are essential.

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

Eight Financial Advice in the United Kingdom is expanding and seeking an experienced Paraplanner to join a growing, supportive team.

This full-time, hybrid role focuses on the technical side of financial planning with no client-facing work and includes full admin support.

You'll produce high-quality suitability reports and technical calculations, with pension transfers, withdrawals and cashflow modelling considered advantages.

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Paraplanner (Hybrid) - Master Reports & Pension Transfers in Royal Tunbridge Wells 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 (Hybrid) - Master Reports & Pension Transfers in Royal Tunbridge Wells

Technical Financial Planning
Suitability Reports
Pension Transfers
Withdrawals
Cashflow Modelling
Attention to Detail
Analytical Skills