At a Glance
- Tasks: Lead and manage the admin and paraplanning team while ensuring excellent client service.
- Company: Storeton Rose Financial Planning, a supportive and collaborative workplace on the Wirral.
- Benefits: Hybrid working options, hands-on experience, and a chance to develop leadership skills.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real impact by guiding a team and enhancing client experiences in finance.
- Qualifications: Experience in paraplanning and strong leadership skills are essential.
The predicted salary is between 51750 - 63250 £ per year.
Storeton Rose Financial Planning on the Wirral is seeking an Administration and Paraplanning Manager to lead the admin and paraplanning team.
The role is hands-on and involves managing day-to-day workload, client servicing, and acting as the main link between financial planners and the support team.
You will bring paraplanning knowledge to lead, check and coach the team with confidence, contributing to a collaborative, supportive environment.
Hybrid working is available once settled in.
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Hybrid Admin & Paraplanning Manager — Lead the Team 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 Hybrid Admin & Paraplanning Manager — Lead the Team
✨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!
✨Tip Number 2: Attend Finance Events and Conferences
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 Hybrid Admin & Paraplanning Manager — Lead the Team
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!
