Paraplanner

SJP Partner Practice

Based Bristol Outskirts

Salary: £40,000 – £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme

About the Opportunity

Our client is a highly successful and growing St. James’s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their team and provide high-quality technical support.

This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience.

The Role

The Paraplanner will play a vital role in supporting the practice’s advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas.

This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework.

Key Responsibilities

• Produce high-quality, compliant suitability reports within SJP standards
• Conduct detailed research across pensions, investments, IHT and retirement planning
• Analyse client information and prepare recommendations for the Advisers
• Maintain accurate and compliant records using SJP systems
• Prepare review reports, cashflow data and documentation for client meetings
• Liaise professionally with clients, providers and internal teams
• Ensure all advice aligns with SJP’s regulatory requirements and risk standards
• Support ongoing advice processes including reviews, switches and servicing

About You

The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential - strong SJP experience is.

Essential Skills & Experience

• Proven paraplanning experience within an SJP Partner Practice
• Strong working knowledge of SJP systems, processes and report workflows
• High level of technical understanding across pensions, investments and protection
• Excellent attention to detail and accuracy
• Confident producing full suitability/recommendation reports
• Strong understanding of compliance requirements in a regulated environment

What Our Client Offers

• 10% Employer Pension Contribution after 12 months
• Discretionary bonus scheme
• Full exam support toward Diploma or Chartered
• Supportive and collaborative team culture
• Opportunity to work closely with advisers in a pod system

Please apply to find out more!