Job Description
£41,000 -£50,000 DOE + Bonus + Benefits
A well-established Partner Practice of St. James’s Place Wealth Management is seeking a motivated and detail-oriented Paraplanner to join their dynamic and growing team based in London.
This is an outstanding opportunity for an individual who is passionate about financial planning and committed to delivering high-quality support within a professional environment. The successful candidate will play a key role in supporting a Senior Financial Planner, contributing to the delivery of tailored financial advice while ensuring all processes meet compliance and industry standards.
Key Responsibilities: Paraplanner
* Prepares suitability reports, portfolio reviews, and financial plans, ensuring all documentation is accurate and compliant.
* Conducts detailed research on financial products, investment solutions, and market developments to support client recommendations.
* Maintains and updates client records within the CRM system, ensuring accuracy and confidentiality.
* Ensures all tasks align with SJP compliance requirements and best practices.
* Participates in ongoing professional development, including studying towards the Diploma in Financial Planning.
Skills & Experience Required:
* Previous experience with St. James’s Place systems and Salesforce is desirable.
* Strong skills in data entry, cashflow management, and Microsoft Office.
* Exceptional attention to detail and written communication.
* Calm under pressure, organised, and capable of managing multiple deadlines.
What’s On Offer:
* Salary: £41,0000- £50,000 (depending on experience)
* Full-time role, Monday to Friday, 9am-6pm, based in Mayfair
* Life and critical illness cover after probation
* Annual performance-based bonus
* 25 days holiday, plus bank holidays and additional Christmas leave
* Workplace pension scheme
* Comprehensive support for career progression and qualifications
This role offers a fantastic platform for a paraplanner looking to take the next step in their career within a highly respected, client-focused practice. The successful applicant will be welcomed into a collaborative environment where high standards, personal development, and team spirit are key.
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.