Trainee Paraplanner - SJP Partner Practice, Harrow, Up to £37,000+ Study Support + Benefits

Employment Type: Full-Time / Hybrid or Office-based

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.