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. #J-18808-Ljbffr