1328 jobs found

Location - London Salary - £45,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London. You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate. Responsibilities; Letter of Authority (LOA) Sending/Monitoring/Chasing • Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information. Research • Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation. • Recording policy information accurately into Provider Information Forms and Curo. • Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools. • Undertaking whole-of-market research for protection and annuity quotes. • Preparing pension illustrations. • Conduct pension transfer analysis using SelectaPension Other Responsibilities • Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline. • Building strong and effective working relationships with other teams in the firm and third-party product providers. • Ensuring that all client records and data are maintained accurately. • Constructing model portfolios as required on relevant platforms. • Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)under supervision from a Paraplanner Manager. • There will be the opportunity to take part in projects on an ad-hoc basis as required bythe business. Benefits • Company discretionary bonus scheme• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm- 1 hour for lunch• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period• Company Pension scheme• Private Healthcare • Group Income Protection• Life Assurance• Eye Care Scheme• Wellbeing programme• Bike to Work Scheme• Full support with professional qualifications• Career progression available. after qualifying period The ideal candidate would already be in a Junior Paraplanning role. If you believe this is the next role for you, please apply.

Paraplanner - Hove Salary: £45,000-£50,000 Location: Hove (Hybrid Working Model 3 days in office 2 days WFH) Are you a qualified or part-qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you'll play a key role in supporting advisers and delivering an exceptional service to a growing client base. You'll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you'll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients. The Role As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development. Key Responsibilities: Conduct detailed financial analysis to support adviser recommendations. Gather, organise and assess client financial information (income, expenditure, assets, liabilities). Use financial planning software to model scenarios and build projections. Prepare and review investment proposals and client reports. Collaborate with advisers to develop tailored financial strategies. Carry out product research and remain up to date on market developments. Ensure adherence to FCA regulations and internal compliance processes. Maintain accurate and up-to-date client records. Support the wider team with additional tasks as required. About You We are looking for someone who is confident, motivated and committed to professional growth. Qualifications: Working towards or holding the CII Level 4 Diploma in Regulated Financial Planning. Ambition to achieve Chartered status (fully supported). Minimum 5 GCSEs (grade A -C / 9-4), including Maths and English. Skills & Experience: Strong understanding of pensions, investments, personal tax, protection and estate planning. Ability to perform basic tax calculations. Previous experience supporting financial advisers or working in a similar environment. Excellent organisational skills and ability to manage competing priorities. Strong written and verbal communication skills. Proficient with Microsoft Word, Excel and Outlook. Experience using financial planning/back-office systems (e.g., Genovo, Intelliflo) is advantageous. Personal Qualities: High level of professional integrity and client focus. Strong analytical and problem-solving skills. Positive team player with strong interpersonal skills. Flexible, proactive and committed to continuous improvement. What's on Offer Competitive salary: £45,000-£50,000 Comprehensive benefits package Full support with qualifications and professional development Clear progression opportunities Hybrid working arrangements Supportive, collaborative team culture

Location: Saffron Walden Salary: c£45,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.

Senior Recruitment Consultant - Freelance Recruitment (Engineering, Construction & Renewables) Location : London or Kettering (hybrid/remote options available) Salary : DOE + competitive commission scheme Start : Q1 / Q2 2026 Turner Lovell is a specialist recruitment business established in 2008, supporting clients across the electricity, renewables and construction sectors. We recruit in the UK, Ireland, France, Germany, Belgium and parts of the Middle East. As our markets continues to grow, we're looking for Senior Recruitment Consultants to help scale our UK freelance and permanent recruitment team-making high volumes of placements by opening new doors and maximising the relationships we already have. The opportunity: This is a hands-on, client-facing role for someone who enjoys winning work, building long-term partnerships, and delivering fast, high-quality hires. You'll recruit across one of our specialist areas including: Construction & site delivery (Site Managers, Supervisors, Site Installation) Engineering (Electrical, M&E, Civil, Commissioning) Commercial & project support (QS/Commercial, Planners, HSE, etc.) What you'll get Competitive basic + generous commission, in a supportive, high-performance environment Clear progression into team leader and management roles as the contract team expands The chance to grow a desk and team in a strong market, backed by warm relationships in electricity, renewables and construction Training and development (structured support, tools and coaching to help you level up fast) The role Proactively developing new client accounts and expanding existing relationships to generate freelance vacancies. Running the full recruitment lifecycle: job qualification, search, shortlist, interview coordination, offers and close Building strong candidate pipelines using database, LinkedIn, job boards, referrals and networking Acting as a trusted advisor to clients-market insight, availability, rates, and delivery timelines Working collaboratively with the wider team to drive consistent weekly performance and placement volume Using our brand and sector footprint to open new doors across the UK infrastructure market The ideal person Proven recruitment experience (ideally contract recruitment) with a strong delivery and BD track record Background recruiting in construction, engineering, civil engineering, manufacturing or technical/scientific markets Confident business developer-comfortable with client meetings, pitching, negotiation and account growth Proactive, organised, resilient, and motivated by high activity and high reward Team mindset-keen to contribute, share best practice and help build something If you're a senior consultant who wants to build, win, and place-and you enjoy being out with clients as much as you enjoy closing deals-apply or contact Curtis Thompson or Rachael King for a confidential chat.

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.Key Responsibilities: Supporting the Financial Planners in research and analysis to meet Client needs and objectives Supporting the Financial Planners in preparing Client financial plans and suitability reports Promoting the profile of the business within the profession and wider communities Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Preparing and compiling financial analysis data Analysing Client data and preparing cash flow analyses Compiling financial planning recommendations and suitability reports Providing support for the Financial Planners Ensuring that all regulatory and compliance standards are met Liaising with product providers and other relevant third parties Assisting the Financial Planners with Client presentations and any other activities as agreed Preparing applications for submission. If you believe you are well suited for this role, please apply to be considered.

Paraplanner Salary: £40,000 - £45,000 per annum Location: Berkhamsted (Hybrid working) Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm We're looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted. If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training. Key Responsibilities: Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.) Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto Manage new business submissions and complete data entry tasks Prepare meeting documentation and assist advisers in client communications Act as a point of contact for clients and providers when advisers are unavailable Ensure adherence to compliance standards in all activities Maintain CRM systems (e.g., XPlan, Intelligent Office) The Ideal Candidate Will Have: Essential: 2+ years' experience as a Paraplanner or in a similar role within the financial services sector GCSE English & Maths (Grade C or above) Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook) Excellent communication skills (both written and verbal) Strong attention to detail and organisational skills Ability to analyse and interpret numerical data Desirable: CII Level 4 Diploma or working towards it (R01-R06) Familiarity with XPlan , Intelligent Office , or similar CRM systems Experience in an IFA environment Why Work With Us? Hybrid working - 3 days in the office, 2 days from home after training Competitive salary between £35,000 - £45,000 (depending on experience) Generous benefits package including: 25 days holiday (plus bank holidays) Life Cover (3x salary) Pension Scheme (with salary exchange) Holiday Purchase Scheme Employee Assistance Programme Study support for Level 4 Diploma Staff Referral Scheme

Chartered Paraplanner Location: London Job Type: Full-time, Permanent Overview An excellent opportunity has arisen for an experienced Chartered Paraplanner to join a well-established, independent, Chartered wealth management firm. This role is ideally suited to a Diploma-qualified paraplanner with strong whole-of-market research experience who is either working towards Chartered status or keen to achieve it. Clear progression is available to Senior Paraplanner or Financial Planner, depending on your long-term career objectives. Key Responsibilities Preparing documentation and reports for client review meetings Conducting whole-of-market research across pensions, investments and protection Producing detailed suitability reports for adviser approval Carrying out complex calculations and cashflow forecasting Interpreting client information to support tailored financial planning strategies Supporting advisers and maintaining strong internal relationships Ensuring full compliance and accurate maintenance of client files Contributing to research projects and investment discussions Requirements Minimum 1 year's experience in a paraplanning role within an IFA / independent wealth management firm Diploma qualified (Level 4) Working towards Chartered status (CII pathway preferred) Experience across pensions, investments and protection (IHT and trust knowledge beneficial) Strong technical and analytical ability Sound understanding of compliance requirements Ability to work independently and manage workloads effectively Desirable: Experience using FE Analytics, Voyant, CashCalc, Xplan and strong Excel capability. What's on Offer Salary up to £50,000 Genuine progression to Senior Paraplanner or Financial Planner Support towards Chartered status Collaborative and professional working environment If you are a technically strong paraplanner looking for career progression within a Chartered firm, please apply with your CV for immediate consideration.

Architectural Technician The Architectural Technician will support the Design and Technical Department through the full lifecycle of development projects-from early planning stages through to on-site delivery. This role coordinates consultant teams, prepares design and planning material, manages post?planning processes, and supports site teams with technical information to ensure high?quality, compliant, and efficient project progression. Key Responsibilities 1. Planning Application Management Appoint and coordinate the consultant design team. Establish and issue project timelines for all workstreams. Prepare design briefing documents for architects. 2. Planning Application Process Liaise with and manage all design consultants including architects, planners, ecologists, energy, acoustic, landscape, environmental, arboricultural, and archaeological specialists. Coordinate the full project team, including drainage, engineering, and highways consultants. 3. Post?Planning Activities Produce and maintain Outline Condition Trackers and Reserved Matters Condition Trackers. Produce and update S106 obligation monitors. Manage submission and discharge of outline and RM planning conditions. Manage submission of S106 obligations and notices. 4. Support to the Land Team Produce NDAs for Masterplans and "What If" development scenarios. Prepare Gross vs Net Developable Land plans. Produce Land Charge plans. 5. Design Information - Post?Planning Produce materials layout drawings and complete material schedules. Prepare layouts for sales cabins and sales complexes; brief landscapers and liaise on final scheme details. Skills, Experience & Qualifications HNC/HND or degree in Architecture, Architectural Technology, or related discipline. Strong CAD proficiency (AutoCAD, Revit, or similar). Good understanding of UK Building Regulations, planning policy, and construction processes. Experience working with residential layouts and housebuilding standards (advantageous).

Technical Paraplanner Leeds £45,000 to £55,000 plus benefits and bonus Duties and responsibilities include: Research and prepare Technical Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, and Protection, along with a good understanding of FCA regulations and FCA products. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status, or close to being. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially investments and pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to co uk or contact him on .

Our client, an award winning firm of financial planners in Leeds are looking to appoint a Financial Advisor to join their experienced team on a permanent basis. home working - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the senior advisers, duties and responsibilities will include: The position: Deliver high quality, bespoke advice & provide profitable, well researched recommendations Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Full administrative & paraplanning support is provided The Person: Minimum Level 4 qualified; chartered status would be ideal Excellent knowledge of all financial products, emphasis on Pension and Investment products would be ideal Offering a basic starting salary of up to £60,000 (negotiable). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.

Job Title: Paraplanner Location: South Sheffield (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team. This unique offering will see you form part of our client's inhouse ' Adviser Academy ' & embark on a journey in becoming a fully qualified independent financial adviser. NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion. What our client is looking for c2 years experience + within financial services/ wealth management ( essential ) Level 4 qualified/ close to completion ( essential) Previous client services administration/ paraplanning experience ( essential ) Strong academic background ( essential ) Client meeting experience (desirable) The academy offering Full funded study support via CII A structured & bespoke development plan Expert training & mentoring Client meeting experience In depth understanding of the financial planning process The package (whilst in the academy) Starting basic salary of up to c£42,000 Attractive Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Role Overview (full job spec available on request) Providing technical support to financial planners Attending client meetings (when required) Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations The Person C 4 years + technical paraplanning experience ( essential ) Chartered/ near to completion ( essential ) Cashflow modelling experience ( desirable ) Experience gained within a HNW environment ( desirable) The Package Basic starting salary c£65,000 + 10% bonus 3 days in the office & 2 from home 25 days holiday + Christmas shutdown 5% matched pension contributions 4 x Life Cover Cash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong technical knowledge of pensions, investments, tax wrappers, and protection Confident using financial planning and cash-flow software In return you will receive a really competitive salary and join a well-run business with great job satisfaction. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Compliance Officer Salary: 40,000 to 50,000 per annum Hours: 36.25 hours per week, Monday to Friday (including 1 hour 15 minute break) Location: Canterbury We are working with a well established, award winning Independent Financial Planning and Wealth Management firm seeking a Financial Compliance Officer to join their Technical & Quality Assurance team. You will be responsible for first line monitoring and quality assurance of financial planning advice. You will ensure suitability reports and technical research meet defined quality standards and FCA regulatory requirements, while helping to mitigate business risk. Key Responsibilities Conduct detailed suitability report and technical file reviews Assess the suitability of advice, including complex pension transfers and higher-risk products (e.g. VCTs) Ensure advice is compliant, robust and supported by appropriate documentation Meet agreed service level agreements Identify trends, patterns and areas for improvement Clearly document findings and coordinate remedial actions Provide structured, constructive feedback to Financial Planners and advisory teams Produce regular management reports on file review outcomes Provide insight and trend analysis to enhance advice quality Ensure adherence to FCA regulations, industry standards and internal policies Support risk mitigation through proactive compliance monitoring Work closely with Compliance and Training & Competence teams Essential Experience Minimum 5 years' experience in a quality assurance, financial planning and reporting writing Background within an FCA regulated financial services firm Diploma qualified, with willingness to progress to Advanced Diploma Skills & Knowledge Strong understanding of the financial planning process and investment/pension products Experience reviewing complex advice cases High attention to detail and strong analytical skills Proficient in Microsoft Office (Intelliflo experience desirable) Benefits 5% employer pension contribution 26 days annual leave plus bank holidays Occupational sick pay Medical cashback plan Death in service cover Additional voluntary benefits Email: (url removed) New Appointments Group, Expertly Matching Employers and Jobseekers since 1975. Before submitting your CV, please take a moment to check the layout, spelling, and grammar. If your CV includes graphics or design features, we'd also appreciate a simplified version in Word format. If this role isn't for you, please check out our website for other roles that may be suitable, or send us your CV, we would still like to hear from you! You can find us on our website or LinkedIn, Facebook, Instagram and We are committed to fostering a diverse and inclusive environment in line with the Equality Act 2010. All qualified applicants will be considered regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation. New Appointments Group acts as an Employment Agency for permanent roles and as an Employment Business for temporary roles. Please note: We can only accept applicants who have the full Right To Work in the UK and live within a 30 to 45 minute commute to Canterbury.

Senior Paraplanner - Senior Paraplanning - SJP Partner Practice Salary £43,000-£55,0000 + Bonus Are you an experienced SJP Paraplanner ready to step up, lead from the front, and play a pivotal role within a thriving, 12-Advisor practice? A dynamic and highly successful Partner Practice of St. James's Place is seeking a Senior Paraplanner to head up a talented team of four Paraplanners, based in a vibrant open-plan office in Woking. This is not just another paraplanning role. This is an opportunity to lead, mentor and influence within a collaborative environment where every voice is heard and good ideas are acted upon. The Opportunity You will be the technical backbone of the practice, supporting two senior Advisers directly while also providing oversight, mentorship and structure to two junior Paraplanners within the team. You'll operate at senior level, taking ownership of complex cases, ensuring technical excellence, and driving high standards across all paraplanning output. The practice has an energetic culture, an active social scene, and a genuinely supportive team ethos. They are looking for someone who enjoys being part of a business - not just employed by one. Key Responsibilities • Leading and mentoring a small team of four Paraplanners • Supporting two senior Advisers with complex and high-value client cases • Preparing detailed suitability reports in line with SJP standards and FCA requirements • Conducting in-depth research across pensions, investments, protection and retirement planning (within the SJP proposition) • Analysing client objectives, existing arrangements and risk profiles • Cashflow modelling and lifetime planning analysis • Ensuring all documentation meets compliance and regulatory standards • Acting as a technical point of reference within the team • Liaising with Advisers, Administrators and SJP technical support • Maintaining accurate client records and back-office systems What We're Looking For • Proven experience as a Paraplanner within an SJP Partner Practice (not essential) • Level 4 Diploma in Financial Planning (desirable) • Working towards Chartered status (desirable) • Strong technical knowledge across pensions, investments and tax planning • Excellent suitability report writing skills • Experience with cashflow modelling tools • A natural mentor who enjoys developing junior team members • Organised, methodical and confident managing multiple cases Personal Qualities • Detail-driven and analytically strong • Comfortable leading within a collaborative team • Professional, calm and deadline-focused • Pragmatic, solutions-led communicator • Motivated to continuously improve standards and processes What's On Offer • Competitive basic salary • Discretionary bonus • Pension contribution • Ongoing professional development • Support towards further qualifications including Chartered • A modern, open-plan office environment in Woking • A collaborative culture with regular team socials • The chance to genuinely shape and influence a growing SJP practice If you're a senior SJP Paraplanner who wants more influence, more responsibility, and the opportunity to lead within a forward-thinking, people-first practice - this role offers exactly that. For a confidential discussion, contact Ryan at Financial Divisions.

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 Opportunity As 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 Responsibilities Lead, mentor and develop a team of four paraplanners Support two senior Advisers with complex and high-net-worth client cases Prepare detailed suitability reports in line with SJP standards and FCA requirements Conduct in-depth research across pensions, investments, protection and retirement planning (within the SJP proposition) Analyse client objectives, existing arrangements and risk profiles Undertake cashflow modelling and lifetime financial planning analysis Ensure all documentation meets compliance and regulatory standards Act as the technical reference point within the team Liaise with Advisers, Administrators and SJP technical support Maintain accurate client records and back-office systems About You Proven experience as a Paraplanner (SJP experience advantageous but not essential) Level 4 Diploma in Financial Planning (desirable) Working towards Chartered status (desirable) Strong technical knowledge across pensions, investments and tax planning Excellent suitability report writing ability Experience using cashflow modelling tools A natural mentor who enjoys developing junior team members Highly organised, methodical and confident managing multiple cases Personal Attributes Detail-driven with strong analytical skills Comfortable leading within a collaborative team environment Professional, calm and deadline-focused Pragmatic, solutions-oriented communicator Motivated to continuously improve standards and processes What's On Offer Competitive basic salary (£43,000 - £55,000) Discretionary bonus Pension contribution Ongoing professional development Support towards further qualifications, including Chartered status Modern open-plan offices in Woking Collaborative culture with regular team social events Genuine opportunity to influence and shape a growing SJP Partner Practice If you are a senior SJP paraplanner seeking greater influence, responsibility, and leadership within a forward-thinking, people-focused environment, this role offers exactly that. For a confidential discussion, please contact Sam at Financial Divisions.