We are Storeton Rose Financial Planning, an independent financial planning firm on the Wirral and we are looking for an experienced Administration and Paraplanning Manager to lead our admin and paraplanning team.
It's a varied, hands on role. You'll manage the team's day to day workload, oversee client servicing, and act as the main link between our financial planners and the support team. You'll bring solid paraplanning knowledge too, so you can lead, check and coach the team with confidence.
What we're looking for:
- Proven experience in financial services administration or paraplanning (pensions, investments, protection, mortgages)
- Previous experience leading or managing a team
- Great organisational skills and a calm head under pressure
What's on offer:
- A competitive salary, based on your experience and qualifications
- Hybrid working once you're settled in
- A friendly, supportive team where your ideas are genuinely welcomed
Based in Higher Bebington on the Wirral. Full time, hybrid.
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Contact Details:
Storeton Rose Financial Planning Ltd Recruitment Team
