Paraplanner Work, Jobs in Portsmouth (with Salaries)

Paraplanner
Eight Financial Advice —Whiteley
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Paraplanner - Fixed Term Contract
Attivo Group —Fareham
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
13h
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Quality control
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Senior Paraplanner
RGH‑Global Limited —Southampton
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
RGH‑Global Limited —Bognor Regis
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring

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The Dune Group —Portsmouth
Enthusiasm for interacting with customers. Clear progression from Bronze to Gold level sales with reward and recognition to match.
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Paraplanner

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£35,000 - £40,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Financial report writing
Organisational skills
Financial advisory support experience
Communication skills

Full job description

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

Quick apply

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paraplanner jobs in portsmouth

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Client Case Manager

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Chartered Financial Planner

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