Senior Paraplanner - SJP Partner Practice, Woking, Surrey, £43,000-£55,0000 + Bonus

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.