At a Glance
- Tasks: Lead and manage the admin and paraplanning team while overseeing client servicing.
- Company: Independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and a friendly team environment.
- Other info: Great opportunity for career growth in a welcoming workplace.
- Why this job: Make a real impact by leading a dynamic team in financial services.
- Qualifications: Experience in financial services administration or paraplanning and team management skills.
The predicted salary is between 49500 - 60500 £ per year.
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
- 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.
Administration And Paraplanning Manager employer: Storeton Rose Financial Planning
Storeton Rose Financial Planning is an exceptional employer, offering a competitive salary and uncapped bonuses for Chartered Financial Planners in a supportive, hybrid working environment. Our close-knit team values approachability and transparency, ensuring that employees can thrive while delivering tailored financial advice to our long-standing clients. With a focus on professional growth and a commitment to maintaining high standards of service, we provide a unique opportunity for meaningful and rewarding employment in the heart of the Wirral.
Contact Details:
Storeton Rose Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administration And Paraplanning Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Storeton Rose Financial Planning. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Storeton Rose Financial Planning.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Storeton Rose Financial Planning. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administration And Paraplanning Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Storeton Rose Financial Planning and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Storeton Rose Financial Planning how you can be a team player!
How to prepare for a job interview at Storeton Rose Financial Planning
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Storeton Rose Financial Planning.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Storeton Rose Financial Planning's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
