Paraplanner

Eight Financial Advice is expanding and seeking skilled Paraplanners for a hybrid, full-time role in Whiteley, Fareham, UK. The role focuses on technical paraplanning, with minimal client interaction, offering flexibility and a supportive environment. Experienced paraplanners with pension transfer experience are highly valued.

Requirements

• Paraplanning experience within SJPor a similar network (ideal but not essential)
• Solid understanding of financial planning products and processes
• Experience withpension transfers, withdrawalsandcashflow 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
• Ability to work independently

Benefits

• Hybrid working
• Performance bonus
• Company-wide bonus
• 28 days' holiday
• Bank holidays
• Birthday off
• Private medical insurance
• Life assurance
• Wellbeing support
• Volunteering time
• Regular socials and events