Job Description
Trainee Paraplanner
Nottingham (Remote available)
£28,000 + quarterly bonus (typically £2–3k per year)
If you’re currently an SJP Administrator with 2+ years’ experience and want more flexibility and to move into paraplanning, this is built for you.
We’re working with a growing St. James's Place outsourced support firm that provides admin and paraplanning services to Partner Practices. Due to growth, they’re hiring a Trainee Paraplanner to support allocated practices and build long-term working relationships with advisers.
What you’ll be doing:
* Supporting SJP advisers with admin and basic paraplanning.
* Gradually increasing paraplanning responsibilities as experience develops
* Assisting with annual reviews, ongoing advice reviews & suitability letters (full support provided)
* Managing workflows via Salesforce & iBusiness
* Becoming the go-to contact for your allocated practices
You don’t need full paraplanning experience — but you must have:
* Minimum 2 years within an SJP practice (admin)
* Experience using Salesforce and iBusiness
* A genuine interest in progressing into paraplanning
This is a business that’s growing, structured properly, and offers genuine progression into an experienced paraplanner role.
Please reach out to Ellis Mears at EJP for full details.