Paraplanner / Report Writer - SJP Partner Practice
Location: Wakefield
Salary: £30,000 - £35,000 (Higher salary levels will be considered for more senior candidates)
Benefits: Exam support, career development, pension
A growing St. James's Place (SJP) Partner Practice looking to appoint a Paraplanner / Report Writer to join their team.
Whether you are an experienced report writer or working towards Level 4 qualifications, this role offers a structured development path into full paraplanning.
About the Role
Working closely with Financial Advisers and experienced Paraplanners, you will provide technical and research support to help deliver high-quality financial planning solutions.
Key Responsibilities include:
1. Preparing recommendations in:
1. Retirement Planning
2. Investment Planning
3. Trust and IHT Planning
4. Protection Planning
2. Identifying and discussing planning opportunities with advisers
3. Undertaking research to identify suitable client solutions
4. Liaising with SJP's Advice Guidance department on technical aspects
5. Drafting suitability reports and supporting documentation
6. Ensuring accuracy and compliance in client recommendations
7. Assisting in application processing and implementation
8. Keeping up to date with industry changes and regulatory updates
9. Supporting the Practice Manager in workflow allocation
This is an excellent opportunity to gain hands-on experience in high-net-worth (HNW) financial planning while working towards full paraplanning responsibilities.
What You Need?
1. Experience in financial services administration, report writing, or junior paraplanning
2. Progress towards (or willingness to work towards) Level 4 Diploma in Financial Planning
3. Strong written communication skills and attention to detail
4. Knowledge of SJP processes and products is desirable but not essential
5. A proactive and detail-focused mindset
Why Join?
1. Hybrid working with a flexible and supportive environment
2. Full exam support and structured career development
3. Exposure to HNW client cases and technical financial planning
4. A collaborative team where your growth is a priority
If you're looking to progress your career in financial planning with a leading SJP Partner Practice, we'd love to hear from you.
Interested? Apply now or get in touch for a confidential discussion.
#J-18808-Ljbffr