Paraplanner Work, Jobs in Wallisdown, Dor (with Salaries)

Paraplanner
Eight Financial Advice —Broadstone
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- 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
Voyage Financial Planning —Romsey
- £30,000 - £35,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- Financial services
- Free parking
- Annual leave
Quick apply
3d
Financial Adviser
RGH‑Global Limited —Bournemouth
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
11d
Senior Financial Planner
PKF Francis Clark —Poole
- Hybrid work
- Business development
- Mentoring
- Organisational skills

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Senior Paraplanner
RGH‑Global Limited —Southampton
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year
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Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients. Facilitate the smooth processing of new and existing…
12d

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Paraplanner

Eight Financial Advice -
Broadstone

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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