Paraplanning Associate

Eight Wealth Management is seeking a Paraplanning Associate to support its advisers by preparing compliant advice documentation. This role involves producing suitability reports, conducting income sustainability checks, and ensuring all recommendations align with regulatory standards. The position is a good entry point for someone early in their paraplanning career.

Requirements

• Draft client-focused suitability letters.
• Perform income sustainability calculations.
• Maintain accurate records.
• Ensure compliance and regulatory expectations.
• Collaborate with advisers and the wider paraplanning team.
• Professional communication and attention to detail.

Benefits

• Hybrid working
• Performance bonus
• Company-wide bonus
• Paid time off
• Company-wide bonus
• Private medical insurance
• Life assurance
• Wellbeing support
• Volunteering time
• Regular socials