Senior SJP Paraplanner - Training & Development

Ellis James Partners Ltd
London
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
Posted 2026-05-18

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