Administration & Paraplanning Manager

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