Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Aug 06, 2026
Full time
Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Mortgage Adviser - London Build something of your own, with the safety net of an established firm. Ever thought about going out on your own, but the financial risk held you back?This role offers the best of both worlds: the independence to grow a Mortgage division, with the support of a respected London wealth management firm.You'll start with a 70% income split and a guaranteed income of £3,500-£5,000 per month for at least 6 months while you get established. The Package: Guaranteed income while you get up and running 70/30 split in your favour on all income generated 25% ongoing passive income from wealth referrals Freedom to grow and lead your own team as the division expands Warm leads and introductions from existing clients and introducers A pathway to future capital ownership within the business Why this role is different: This isn't about fitting into someone else's framework.It's about shaping and leading a division of your own - with infrastructure and brand reputation already in place to accelerate your success. What we're looking for: Proven track record as a Mortgage Adviser Confidence working independently Ambition to grow beyond a single adviser role Long-term mindset with the commitment to build something lasting If you've wanted the freedom to run your own business, but with the reassurance of guaranteed income and full backing - this could be your opportunity!
Sep 24, 2025
Full time
Mortgage Adviser - London Build something of your own, with the safety net of an established firm. Ever thought about going out on your own, but the financial risk held you back?This role offers the best of both worlds: the independence to grow a Mortgage division, with the support of a respected London wealth management firm.You'll start with a 70% income split and a guaranteed income of £3,500-£5,000 per month for at least 6 months while you get established. The Package: Guaranteed income while you get up and running 70/30 split in your favour on all income generated 25% ongoing passive income from wealth referrals Freedom to grow and lead your own team as the division expands Warm leads and introductions from existing clients and introducers A pathway to future capital ownership within the business Why this role is different: This isn't about fitting into someone else's framework.It's about shaping and leading a division of your own - with infrastructure and brand reputation already in place to accelerate your success. What we're looking for: Proven track record as a Mortgage Adviser Confidence working independently Ambition to grow beyond a single adviser role Long-term mindset with the commitment to build something lasting If you've wanted the freedom to run your own business, but with the reassurance of guaranteed income and full backing - this could be your opportunity!
