At a Glance
- Tasks: Lead training, support staff development, and improve processes in a dynamic financial planning environment.
- Company: A high-growth SJP practice with a strong track record of success.
- Benefits: Competitive salary, bonus potential, private medical insurance, and generous holiday allowance.
- Other info: Enjoy hybrid working and a supportive, high-performing team culture.
- Why this job: Shape the future of a growing business while enhancing your leadership skills.
- Qualifications: Strong SJP paraplanning experience and excellent coaching abilities required.
The predicted salary is between 45000 - 45000 £ per year.
Are you an experienced SJP Paraplanner looking to step away from pure report writing and into a broader, more influential position? This is an opportunity to use your technical knowledge and understanding of the SJP environment to help shape how a high-growth practice develops its people, maintains quality, and scales effectively. Rather than spending your time producing suitability reports day in, day out, you'll work closely with leadership to improve technical standards, support staff development, enhance processes, and build long-term internal capability across the business.
You'll be joining a highly successful SJP practice with a consistent track record of growth, having doubled funds under management approximately every 4-5 years since 2010. The next phase of growth is already underway, and this hire will play a key role in supporting that journey operationally and culturally.
The Opportunity
This role is ideal for someone who:
- Enjoys the technical side of financial planning
- Wants broader impact beyond case production
- Has strong SJP paraplanning experience comfortable coaching, training, and improving others
- Wants to help shape how a business evolves internally
You'll work across technical oversight, training, development, quality assurance, and process improvement, becoming a key part of the wider leadership structure over time.
Key Responsibilities
- Lead training and development across the PSS team
- Support onboarding and ongoing development pathways
- Review paraplanning work for technical accuracy and quality
- Coach and support staff development across the team
- Maintain and evolve the PSS Skills Matrix
- Support staff through SJP accreditation and regulatory requirements
- Identify technical development areas and process improvements
- Work closely with leadership on operational improvements and future planning
- Deliver internal training sessions and development workshops
- Support the evolution of internal progression pathways
Future Areas of Influence
- Internal Training & Development structures
- Business Assurance initiatives
- Associate-to-Adviser development pathways
- AI and process optimisation within paraplanning and operations
- Long-term operational scalability
About You
- Strong SJP paraplanning experience is essential
- Strong technical knowledge and attention to detail
- Comfortable reviewing and improving technical work
- Strong communication and coaching ability
- Interested in people development and operational improvement
- Commercially aware with a long-term mindset
- Looking for progression beyond pure paraplanning production
What's On Offer
- Base salary of £45,000 (flexible for the right individual)
- Bonus eligible role
- Annual salary review
- Private Medical Insurance (including dental & eye care)
- 21 days holiday + increases with service (up to 26 days)
- Additional Christmas closure
- Monthly "Family Friday" early finishes (1pm)
- Hybrid working (4 days office / 1 day home)
- A genuinely supportive, high-performing environment
Why This Role Stands Out
This is not a traditional paraplanning role. It is an opportunity to step into a position where you can influence standards, develop people, improve processes, and help shape the future structure of a growing business - while still remaining closely connected to the technical side of financial planning. For the right SJP Paraplanner, this is a genuine progression opportunity into a broader operational and leadership-focused career path.
Senior SJP Paraplanner - Training & Development in London employer: Ellis James Partners Limited
Join a dynamic and supportive SJP practice in London, where your expertise as a Senior Paraplanner can truly make an impact. With a focus on training and development, you'll have the opportunity to shape the future of the business while enjoying a hybrid work environment, competitive salary, and comprehensive benefits including private medical insurance and generous holiday allowances. This role not only offers a chance for professional growth but also fosters a culture of collaboration and continuous improvement, making it an excellent employer for those looking to advance their careers in financial planning.
Contact Details:
Ellis James Partners Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior SJP Paraplanner - Training & Development in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the SJP world and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Get involved in relevant online communities or forums. Share your insights and experiences related to paraplanning and training. This not only showcases your expertise but also helps you connect with potential employers who value your input.
✨Tip Number 3
Prepare for interviews by brushing up on your coaching and development skills. Be ready to discuss how you've improved processes or supported staff in the past. Show them you’re not just about the numbers, but about nurturing talent too!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior SJP Paraplanner - Training & Development in London
Some tips for your application 🫡
Show Your Passion for Development:When writing your application, let us see your enthusiasm for training and development. Share specific examples of how you've helped others grow in their roles or improved processes in your previous positions. We want to know how you can bring that energy to our team!
Highlight Your Technical Expertise:Make sure to showcase your strong SJP paraplanning experience and technical knowledge. Use clear examples to demonstrate your attention to detail and how you've maintained quality in your work. This will help us understand how you can contribute to our high standards.
Tailor Your Application:Don’t just send a generic application! Tailor your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. We love seeing candidates who take the time to align their experiences with what we’re looking for.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Ellis James Partners Limited
✨Know Your Stuff
Make sure you brush up on your SJP paraplanning knowledge. Be ready to discuss your technical expertise and how it can influence training and development. Think about specific examples where you've improved processes or coached others.
✨Show Your Passion for Development
This role is all about shaping the future of the practice, so express your enthusiasm for people development. Prepare to share your ideas on how to enhance training structures and support staff through their SJP accreditation.
✨Be Ready to Discuss Operational Improvements
Think about past experiences where you've identified areas for improvement in operations. Be prepared to discuss how you can contribute to the business assurance initiatives and long-term scalability of the practice.
✨Engage with Leadership Vision
Understand the company's growth trajectory and be ready to align your vision with theirs. Show that you're not just looking for a job, but that you want to be part of their journey and help shape the internal culture and operational strategies.
