Paraplanning Associate
Eight Wealth Management – Totton
£27,000 - £29,000
Are you looking to build your career in paraplanning, love working with data and detail, and want to be part of a forward-thinking, people-first financial advice firm? If you enjoy producing high-quality advice documents and learning in a fast-paced environment, this role is for you.
About the Role
As a Paraplanning Associate, you’ll support our advisers by preparing compliant, clear, and personalised advice documentation for our clients. You’ll focus on producing suitability reports, completing income sustainability checks, and ensuring every recommendation aligns with both regulatory standards and our company values. This role is a fantastic step for someone early in their paraplanning journey who wants to grow in a supportive and collaborative team.
Key Responsibilities
- Draft client-focused suitability letters for:
- Annual Reviews & Fund Switches
- Drawdown Reviews
- Mortgage Recommendations
- Disinvestment Advice
- Perform income sustainability calculations and document assumptions clearly
- Prepare case submissions for Business Assurance and liaise to resolve any queries
- Maintain accurate records using Salesforce, Monday.com, and internal systems
- Ensure every document meets compliance and regulatory expectations
- Keep up to date with guidance from SJP and FCA regulations
- Collaborate with advisers and the wider paraplanning team to deliver an excellent client experience
Requirements
What We’re Looking For
- Some experience in a financial planning, paraplanning, or adviser support role
- An interest in building technical knowledge of pensions, investments, and mortgages
- Excellent written communication and strong attention to detail
- Confidence working with systems like Salesforce and Microsoft Office
- A proactive learner with strong organisational skills
- Team-oriented and able to balance quality and efficiency under pressure
Benefits
What we offer:
- 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
Top Skills
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.
