Diploma Qualified Paraplanner-Wealth Management Hybrid -Circa &50
Listed on 2026-09-12
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
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, workflows and operational processes.
- Supporting the continued growth of the paraplanning function.
About You
To be considered, you will ideally have:
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Previous experience as a Paraplanner within an Independent Financial Adviser (IFA) or Wealth Management practice.
- Strong technical knowledge across pensions, investments and protection.
- Experience using Intelligent Office (iO) is advantageous.
- Excellent report writing and analytical skills.
- A proactive, organised and collaborative approach.
What's on Offer?
- Circa £45,000 pro rata.
- Flexible part-time hours.
- Opportunity to shape and influence a growing business.
- Supportive and entrepreneurial working environment.
- Long-term career development as the business continues to expand.
- The chance to work closely with experienced advisers and play a key role in the firm's future success.
If you're an experienced Diploma Qualified Paraplanner looking for a flexible opportunity where your contribution will genuinely make a difference, we'd love to hear from you.
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