About Us
Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral. We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider.
We are proud to be approachable and jargon-free. We do what we say, and we like to think our clients notice the difference.
About the Role
We are looking for an experienced Administration and Paraplanning Manager to lead our administration and paraplanning team.
This is a varied, hands-on role. You will manage the team's day to day workload, keep our processes and client servicing running smoothly, and act as the main link between our financial planners and the support team. You will bring solid paraplanning knowledge so you can lead, check and coach the team confidently.
No two days will look the same. One minute you might be sorting a pension transfer query, the next you are coaching a team member or reviewing how a process could run better.
What You Will Be Doing
- Leading and developing our administration and paraplanning team
- Managing workflows, service levels and turnaround times
- Overseeing client servicing from onboarding through to annual reviews
- Providing technical oversight on pension and investment transfers, and platform queries
- Managing commission reconciliation and financial administration
- Delivering training and supporting the team's professional development
- Supporting quality assurance and compliance standards
- Keeping our systems, data and reporting accurate and up to date
What We Are Looking For
- Proven experience in financial services administration or paraplanning
- Previous experience leading or managing a team
- A solid understanding of financial planning processes, including reviews, pensions, investments and platforms
- Strong organisational skills and a real eye for detail
- A calm head for managing competing priorities in a busy environment
- Great communication skills and a genuine team player
What We Offer
- A competitive salary, reflecting your experience and qualifications
- Hybrid working, once you are settled into the role
- The chance to shape a growing team and make the role your own
- A friendly, supportive firm where your ideas are genuinely welcomed
Administration & Paraplanning Manager employer: Storeton Rose Financial Planning Careers
Storeton Rose Financial Planning is an excellent employer for Chartered Financial Planners, offering a competitive salary and uncapped bonuses alongside a supportive hybrid working environment. Our close-knit team values collaboration and encourages professional growth, ensuring that your expertise is recognised and appreciated while you manage an established client bank from day one. Located in Higher Bebington, we pride ourselves on our approachable, jargon-free culture that fosters long-term client relationships and meaningful work.
Contact Details:
Storeton Rose Financial Planning Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administration & Paraplanning Manager
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