Jobs, fresher vacancy - Paraplanning Associate • Dorset

Company: Eight Financial Advice

Dorset

Paraplanning AssociateEight Wealth Management – Totton£27,000 - £29,000Are 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 RoleAs 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 ResponsibilitiesDraft client-focused suitability letters for:Annual Reviews & Fund SwitchesDrawdown ReviewsMortgage RecommendationsDisinvestment AdvicePerform income sustainability calculations and document assumptions clearlyPrepare case submissions for Business Assurance and liaise to resolve any queriesMaintain accurate records using Salesforce, Monday.com, and internal systemsEnsure every document meets compliance and regulatory expectationsKeep up to date with guidance from SJP and FCA regulationsCollaborate with advisers and the wider paraplanning team to deliver an excellent client experienceRequirementsWhat We’re Looking ForSome experience in a financial planning, paraplanning, or adviser support roleAn interest in building technical knowledge of pensions, investments, and mortgagesExcellent written communication and strong attention to detailConfidence working with systems like Salesforce and Microsoft OfficeA proactive learner with strong organisational skillsTeam-oriented and able to balance quality and efficiency under pressureBenefitsWhat we offer:Hybrid working: 3 days in the office, 2 days wherever you work bestPerformance bonus + Company-wide bonus (when Eight hits targets)28 days' holiday + bank holidays + your birthday offPrivate medical insurance & life assurance (4x salary)Wellbeing support: EAP, mental health helpline, cycle-to-work schemeFree mortgage and pension advice from our in-house expertsVolunteering time: 8 paid hours annually via The Eight FoundationRegular socials & epic events