Senior Administrator & Paraplanner – Hybrid, £40k + Bonus

About the role

We are supporting a rapidly growing St. James's Place Senior Partner Practice in London. The Senior Administrator / Paraplanner will blend paraplanning duties with client interaction and practice support, managing key stages of the client journey from research to implementation.

Key responsibilities

• Prepare suitability reports and recommendation documentation.
• Conduct technical research to support financial planning advice.
• Liaise with clients, providers and third parties.
• Prepare advisers for client meetings and complete follow‑up actions.
• Support client onboarding and ongoing servicing.
• Maintain accurate records in line with FCA requirements.

Required profile

• Experience in financial services, preferably within the St. James's Place network.
• Proven ability to work in a technical, client‑focused environment.
• Strong organisational and proactive approach with attention to accuracy.
• Ability to collaborate effectively within a growing practice.

Required skills

What we offer

• Salary around £40,000 per annum.
• Quarterly personal performance bonus (£500 per quarter) plus additional bonuses for retirement transfers or IHT cases.
• 5 % employer pension contribution via salary sacrifice.
• 25 days annual leave plus bank holidays.
• Hybrid working model.
• Long‑term career progression within a growing St. James's Place Senior Partner Practice.