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Senior SJP Paraplanner - Training & Development

Posted: 18/05/26
Recruiter:Ellis James Partners Ltd
Reference:3110930398
Type:Permanent
Salary:£45,000 - £55,000 Annual
Location:City, London
Description: SJP Paraplanner - Training & Development Manager
London - Hybrid
£45,000 + Bonus (flexible for the right individual)

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
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.

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