Employment Type: Full-Time Hybrid or Office-BasedSalary: Up to GBP37,000, Study Support, Excellent Benefits
Are you a detail-driven, part-qualified paraplanner or experienced senior administrator looking to step up your career within a successful St. James's Place Partner Practice?
This is an exciting opportunity to join a professional, close-knit team in Harrow, offering structured career development, full study support, and the chance to work closely with experienced financial advisers in a well-established and client-focused environment.
The Role:
As a Senior Administrator or Part-Qualified Paraplanner, you will play a pivotal role in supporting advisers and paraplanners to ensure a seamless and compliant advice process. This role is ideal for someone looking to transition fully into paraplanning while continuing to build on strong administrative foundations.
Key Responsibilities:
* Assist in drafting high-quality suitability reports and client recommendation letters
* Conduct product and fund research across pensions, investments, and protection
* Liaise with advisers and administrators to gather key client information
* Ensure accuracy and compliance across client files and documentation
* Use SJP-approved systems and platforms to manage cases and processes
* Keep up to date with FCA regulations and industry developments
* Provide administrative and technical support across the client lifecycle
What We're Looking For:
* Working toward (or part-qualified in) Level 4 Diploma in Financial Planning (CII or equivalent)
* Experience in a senior IFA administration or technical support role
* Strong attention to detail and excellent organisational skills
* Comfortable working in a fast-paced, client-focused environment
* Previous experience in a St. James's Place Partner Practice is advantageous
What's On Offer:
* Salary up to GBP37,000 (dependent on experience)
* Discretionary bonus and full study support
* Mentorship and clear progression to full paraplanner or adviser role
* A collaborative, supportive, and professional environment
* Hybrid working options available (post-probation)
If you're looking for a career-defining opportunity within a prestigious and growing SJP Partner Practice, we'd love to hear from you.
To apply, please send your CV to Sam at Financial Divisions.
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