Part-Time Diploma Qualified Paraplanner, Wealth Management, Aylesbury, Office-based with flexibility

Location: Aylesbury (Office-based with flexibility), Hybrid Working

Salary: Circa £45,000 Pro Rata + Benefits

Are you a Diploma Qualified Paraplanner looking for a genuinely flexible, part-time opportunity where you can make a real impact?

Our client is a growing and ambitious wealth management practice that has experienced significant expansion and is now looking to appoint an experienced Paraplanner to support the next phase of its growth. This is an exciting opportunity to join a business at an early stage of its journey, where your ideas and experience will be valued.

This role would suit someone looking to balance work with other commitments, whether that's family life, running a business, or gradually returning to the profession.

The Role

Working closely with the Advisers, you will provide high-quality technical support while also helping to develop efficient processes and systems as the business continues to grow.

Key responsibilities include:

• Preparing suitability reports and recommendation letters.
• Conducting technical research across pensions, investments and protection.
• Supporting Financial Advisers with pre- and post-meeting administration.
• Liaising with providers and clients where required.
• Assisting with case management and Intelligent Office (iO).
• Helping to develop report templates, workf...