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Date Added: Sat 31/05/2025

Part-Qualified Paraplanner - SJP Partner Practice, Harrow, Hybrid Or Office-Based, Up To £37,000

Harrow, UK
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Company: FINANCIAL DIVISIONS

Job Type: Permanent, FullTime

Salary: £32,000 - £37,000 per annum

Part-Qualified Paraplanner - SJP Partner PracticeLocation: HarrowEmployment Type: Full-Time / Hybrid or Office-basedSalary: 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.

Apply Now