Paraplanning & Admin Team Lead – Hybrid

Storeton Rose Financial Planning Ltd on the Wirral is seeking an experienced Administration and Paraplanning Manager to lead the admin and paraplanning team. This hands-on role involves managing the day-to-day workload, overseeing client servicing, and serving as the main link between our financial planners and the support team.

You will bring solid paraplanning knowledge to lead, check and coach the team with confidence, ensuring high standards across the function.

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