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- Tasks: Join our team to assist in preparing financial reports and conducting research.
- Company: Be part of a prestigious St. James's Place Partner Practice in Harrow.
- Benefits: Enjoy a competitive salary, bonuses, study support, and flexible working options.
- Why this job: Grow your career in a supportive environment with clear progression opportunities.
- Qualifications: Part-qualified in a relevant Level 4 Diploma and experience in financial services preferred.
- Other info: Mentorship provided to help you achieve your full paraplanner or adviser status.
The predicted salary is between 22200 - 37000 £ per year.
Employment Type: Full-Time / Hybrid or Office-based
Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James\’s Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us.
About the Role
As a key member of the team, you\’ll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond.
Key Responsibilities:
- Assist in the preparation of suitability reports and recommendation letters
- Conduct research and analysis across pensions, investments, and protection
- Liaise with Advisers and Administrators to gather client information and ensure accurate documentation
- Use of SJP-approved platforms and software
- Maintain up-to-date knowledge of industry trends and FCA regulations
About You:
- Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning)
- Experience in a paraplanning or technical support role within financial services
- Strong attention to detail and organisational skills
- Comfortable working independently and as part of a team
- Previous experience within an SJP Partner Practice is advantageous
What We Offer:
- Competitive salary and discretionary bonus
- Full study support and mentorship
- Clear progression path to full paraplanner or adviser
- Supportive, professional environment within a growing SJP practice
- Flexible/hybrid working options (where applicable)
Please contact Sam at Financial Divisions.
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Trainee Paraplanner - SJP Partner Practice, Harrow, Up to GBP37,000+ employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner - SJP Partner Practice, Harrow, Up to GBP37,000+
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work within St. James's Place Partner Practices. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and possibly refer you for the position.
✨Tip Number 2
Familiarise yourself with the specific software and platforms used by SJP. Demonstrating your knowledge of these tools during interviews can set you apart from other candidates and show your commitment to integrating smoothly into their team.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services sector, particularly those related to pensions, investments, and protection. Being well-informed will not only help you in interviews but also show your dedication to providing high-quality advice.
✨Tip Number 4
Prepare thoughtful questions about the role and the company culture to ask during your interview. This demonstrates your genuine interest in the position and helps you assess if the environment aligns with your career goals.
We think you need these skills to ace Trainee Paraplanner - SJP Partner Practice, Harrow, Up to GBP37,000+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or technical support roles. Emphasise any qualifications you have towards the Level 4 Diploma and showcase your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your ambition to grow within the financial services sector and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, specifically mention any previous experience within an SJP Partner Practice or similar environments. Discuss how this experience has prepared you for the responsibilities of the Trainee Paraplanner role.
Showcase Your Knowledge: Demonstrate your understanding of industry trends and FCA regulations in your application. This will show that you are proactive and committed to staying informed in the financial services field.
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you have a solid understanding of the financial services industry, especially around pensions, investments, and protection. Brush up on relevant FCA regulations and be prepared to discuss how they impact your role as a paraplanner.
✨Showcase Your Attention to Detail
As a paraplanner, attention to detail is crucial. Be ready to provide examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your suitability for the role.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the team dynamics, the support for achieving your Level 4 Diploma, and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Highlight Teamwork and Independence
This role requires both independent work and collaboration with advisers and administrators. Share specific examples of how you've successfully worked in teams and also thrived when working alone, showcasing your versatility.
