Progress Your Career in a Prestigious SJP Partner Practice
Plus: Study Support & Excellent Benefits
Are you a part-qualified Paraplanner with big ambitions and a passion for progressing your career in a professional, client-focused environment? This is a fantastic opportunity to join a successful and highly regarded St. James’s Place Partner Practice that truly invests in its people.
You’ll be joining a collaborative team where you’ll receive structured support and mentorship from experienced professionals while continuing your journey to becoming a fully qualified Paraplanner. If you're looking for a role that bridges learning and real impact—this is it.
What You’ll Be Doing:
- Work closely with Financial Advisers and senior Paraplanners to support the advice process
- Assist in writing suitability reports and conducting in-depth research across pensions, investments, and protection
- Use SJP-approved systems and software to prepare accurate documentation and maintain compliant records
- Be a trusted point of contact for advisers and administrators, helping to ensure smooth client journeys
- Stay current with FCA regulations and financial planning trends
What We’re Looking For:
- Working toward or part-qualified in a Level 4 Diploma (such as the CII Diploma in Regulated Financial Planning)
- Some experience in a Paraplanner or technical support role within financial services
- Excellent attention to detail, time management, and organisational skills
- A proactive mindset, eager to learn and contribute to a supportive team
- Previous SJP experience is a plus, but not essential
What’s in It for You:
- A competitive salary up to ÂŁ37,000 with additional bonus potential
- Full study support and mentoring to help you qualify as a full Paraplanner
- Clear career progression opportunities—whether that’s becoming a senior Paraplanner or even stepping into an Adviser role
- A friendly, professional culture with flexible working options to support work/life balance
- The chance to grow within a thriving SJP Partner Practice committed to excellence
Ready to take the next step in your Paraplanning career? If you’re a part-qualified Paraplanner looking for a supportive environment where you can grow and thrive, we’d love to hear from you.
?? Contact Laura at Financial Divisions to apply or learn more.