At a Glance
- Tasks: Lead and develop a dynamic administration and paraplanning team while managing workflows.
- Company: Join Storeton Rose Financial Planning, a friendly and independent financial firm.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Other info: Embrace a varied role where no two days are the same.
- Why this job: Make a real difference in clients' lives while leading a passionate team.
- Qualifications: Experience in administration and paraplanning with strong leadership skills.
The predicted salary is between 49500 - 60500 £ per year.
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 a...
Administration & 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
