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Paraplanner - SJP Partner Practice, Offices in the Stansted Area, Up to £40,000 (DOE)

Paraplanner - SJP Partner Practice, Offices in the Stansted Area, Up to £40,000 (DOE)

Financial DivisionsStansted, Essex, UK
11 days ago
Job type
  • Full-time
Job description

Full-Time | Study Support & Progression Offered

Are you an experienced Paraplanner looking to join a warm, client-focused team with excellent long-term prospects?

Our client a well-established St. James’s Place (SJP) Partner Practice, based near Stansted, is seeking a dedicated in-house Paraplanner to support our growing business. This is a fantastic opportunity to work closely with two Advisors and contribute directly to their high standard of client care.

What we offer :

  • Lovely offices with on-site parking
  • Supportive team environment, including admin and compliance staff
  • Full-time role preferred, with flexibility considered post-training / probation
  • Client base includes families and parents - strong values and relationships are at the heart of our work
  • Study support and career progression available - we’re invested in your development

About you : Paraplanner

  • Previous paraplanning experience within a financial planning or wealth management environment
  • A good understanding of the advice process and report writing
  • Ideally working towards (or already holding) the CISI Level 4 Diploma
  • Strong organisational and communication skills
  • A team player who enjoys contributing to a posi...

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    Paraplanner • Stansted, Essex, UK