Paraplanner (Full-Time) – Hybrid
Whiteley - Fareham
Eight Financial Advice
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
Skills Required
- Paraplanning experience within SJP or a similar network
- Solid understanding of financial planning products and processes
- Experience with pension transfers, withdrawals and cashflow modelling
- Strong organisational skills and ability to manage own workload
- Excellent written and verbal communication
- Ability to work accurately and meet deadlines under pressure
- Confident managing relationships with advisers and team members
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
