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Location: Harrow, North West London
Employment Type: Full-Time / Hybrid or Office-based
Salary: Up to £37,000+ Study Support + Benefits
Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James’s Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us.
About the Role
As a key member of the team, you’ll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond.
Key Responsibilities:
- Assist in the preparation of suitability reports and recommendation letters
- Conduct research and analysis across pensions, investments, and protection
- Liaise with Advisers and Administrators to gather client information and ensure accurate documentation
- Use of SJP-approved platforms and software
- Maintain up-to-date knowledge of industry trends and FCA regulations
About You:
- Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning)
- Experience in a paraplanning or technical support role within financial services
- Strong attention to detail and organisational skills
- Comfortable working independently and as part of a team
- Previous experience within an SJP Partner Practice is advantageous
What We Offer:
- Competitive salary and discretionary bonus
- Full study support and mentorship
- Clear progression path to full paraplanner or adviser
- Supportive, professional environment within a growing SJP practice
- Flexible/hybrid working options (where applicable)
Please contact Sam at Financial Divisions.
