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

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.