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Paraplanner - SJP Partner Practice, Offices in the Stansted Area, Up to £40,000 (DOE)

Financial Divisions
Posted 6 days ago, valid for 11 days
Location

Stansted, Essex CM24 8XG, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established St. James’s Place Partner Practice near Stansted is looking for an experienced in-house Paraplanner with previous paraplanning experience in financial planning or wealth management.
  • The role offers a supportive team environment with admin and compliance staff, and includes study support and career progression opportunities.
  • Candidates should ideally be working towards or already hold the CISI Level 4 Diploma and possess strong organizational and communication skills.
  • The position is full-time, with flexibility considered after training and probation, and involves working closely with two Advisors to maintain high client care standards.
  • Salary details are not specified, but the firm is committed to investing in the development of its employees.

Full-Time | Study Support & Progression Offered

Are you an experienced Paraplanner looking to join a warm, client-focused team with excellent long-term prospects?

Our client a well-established St. James’s Place (SJP) Partner Practice, based near Stansted, is seeking a dedicated in-house Paraplanner to support our growing business. This is a fantastic opportunity to work closely with two Advisors and contribute directly to their high standard of client care.

What we offer:

  • Lovely offices with on-site parking
  • Supportive team environment, including admin and compliance staff
  • Full-time role preferred, with flexibility considered post-training/probation
  • Client base includes families and parents - strong values and relationships are at the heart of our work
  • Study support and career progression available - we’re invested in your development

About you: Paraplanner

  • Previous paraplanning experience within a financial planning or wealth management environment
  • A good understanding of the advice process and report writing
  • Ideally working towards (or already holding) the CISI Level 4 Diploma
  • Strong organisational and communication skills
  • A team player who enjoys contributing to a positive and professional environment

If you’re ready to take the next step in your paraplanning career with a firm that values trust, care, and development, we’d love to hear from you.

Please send CV to Sam Negbenebor at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.