Senior Paraplanner, SJP Partner Practice, Woking, Surrey, £43,000 - £55,000 + Bonus
Are you an experienced paraplanner within an St. James''s Place Partner Practice ready to step into a senior, influential role?A highly successful and well-established 12-Advisor SJP Partner Practice in Woking is seeking a Senior Paraplanner to lead and develop a team of four within a dynamic, open-plan office environment.This is far more than a traditional paraplanning role. It''s an opportunity to lead from the front, shape technical standards, mentor junior colleagues, and become a central figure within a collaborative and ambitious business.The OpportunityAs Senior Paraplanner, you will act as the technical backbone of the practice. You''ll directly support two senior Advisers on complex, high-value cases, while also overseeing and mentoring two junior paraplanners within the wider team.You will take ownership of complex planning strategies, ensure excellence in suitability reporting, and drive consistency and quality across all paraplanning output.The practice offers a vibrant, energetic culture with a strong team ethos and active social calendar. They are seeking someone who wants to be part of building a business - not simply employed by one.Key ResponsibilitiesLead, mentor and develop a team of four paraplannersSupport two senior Advisers with complex and high-net-worth client casesPrepare detailed suitability reports in line with SJP standards and FCA requirementsConduct in-depth research across pensions, investments, protection and retirement planning (within the SJ
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!