Location
Bassishaw, City and County of the City of London, United Kingdom
Posted
July 16, 2026
Job Description
We are recruiting for an experienced Paraplanner to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.
Role overview
In order for the Partner to continue to provide holistic advice and team-leadership to the highest level, he is recruiting an experienced paraplanner to support him and his team to service his client base.
Ideally the candidate will be fully CII / CISI diploma level qualified and will be capable and enjoy working in a fast paced environment.
The Role - Paraplanner
You will be working within a busy team and your role will include:
* Support the Financial Planner in research and analysis to meet client needs and objectives.
* Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
* Research of internal and external products to ensure the highes...
Role overview
In order for the Partner to continue to provide holistic advice and team-leadership to the highest level, he is recruiting an experienced paraplanner to support him and his team to service his client base.
Ideally the candidate will be fully CII / CISI diploma level qualified and will be capable and enjoy working in a fast paced environment.
The Role - Paraplanner
You will be working within a busy team and your role will include:
* Support the Financial Planner in research and analysis to meet client needs and objectives.
* Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
* Research of internal and external products to ensure the highes...