At a Glance
- Tasks: Lead training, support staff development, and improve processes in a dynamic financial planning environment.
- Company: Join a high-growth SJP practice with a strong track record of success.
- Benefits: Competitive salary, bonus potential, private medical insurance, and hybrid working.
- Other info: Opportunity for career progression into leadership roles within a supportive team.
- Why this job: Make a real impact on people development and shape the future of the business.
- Qualifications: Strong SJP paraplanning experience and excellent coaching skills required.
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
- Is 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
You'll also have the opportunity to contribute towards:
- 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 employer: Ellis James Partners Ltd
Join a dynamic and supportive SJP practice in London, where your expertise as a Senior Paraplanner will not only enhance your career but also shape the future of our team. With a strong focus on training and development, you'll enjoy a hybrid working environment, competitive salary, and benefits such as private medical insurance and generous holiday allowances. This role offers a unique opportunity to influence operational improvements and foster employee growth in a high-performing culture that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior SJP Paraplanner - Training & Development
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning and training. Think about how your experience aligns with the role and be ready to share specific examples of how you've improved processes or developed others in your previous roles.
✨Tip Number 3
Showcase your passion for development! When you get the chance to chat with potential employers, highlight your interest in coaching and improving others. Share your ideas on how you could enhance training and development within their team.
✨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, it shows you’re genuinely interested in being part of our growing practice.
We think you need these skills to ace Senior SJP Paraplanner - Training & Development
Some tips for your application 🫡
Show Your Technical Skills:Make sure to highlight your strong SJP paraplanning experience in your application. We want to see how your technical knowledge can help shape our training and development initiatives.
Emphasise Coaching Experience:Since this role involves a lot of coaching and supporting staff development, share examples of how you've successfully trained or mentored others in the past. We love seeing how you can make an impact!
Tailor Your Application:Don’t just send a generic CV! Tailor your application to reflect how your skills align with our key responsibilities. We’re looking for someone who can lead training and improve processes, so let that shine through.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your SJP Inside Out
Before the interview, make sure you brush up on your knowledge of the SJP environment. Understand their values, recent developments, and how they operate. This will not only show your enthusiasm but also help you articulate how your experience aligns with their goals.
✨Showcase Your Coaching Skills
Since this role involves training and development, be prepared to discuss your coaching experiences. Think of specific examples where you've successfully supported others in their growth. Highlight your ability to improve technical standards and how you've contributed to team development in the past.
✨Prepare for Process Improvement Discussions
The role focuses on enhancing processes, so come ready with ideas. Think about areas where you've identified inefficiencies in previous roles and how you addressed them. This shows that you're proactive and have a mindset geared towards operational improvement.
✨Demonstrate Long-Term Vision
This position is about shaping the future of the practice, so convey your long-term mindset. Discuss your vision for the role and how you see yourself contributing to the business's growth. This will resonate well with the leadership team looking for someone who can think beyond day-to-day tasks.
