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Storeton Rose Financial Planning

Administration And Paraplanning Manager

Wirral
Posted about 21 hours ago
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About Us

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.

The Role

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.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Requirements

  • Proven experience in financial services administration or paraplanning
  • Previous experience leading or managing a team
  • Great organizational skills and a calm head under pressure

Benefits

  • 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

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Location

Based in Higher Bebington on the Wirral. Full-time, hybrid.

How to Apply

Sound like you? Send your CV to info@storetonrose.co.uk or drop us a message. Know someone who'd be perfect for this? Tag them below.

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Skills

Financial Services Administration
Paraplanning
Team Management
Client Servicing
Organizational Skills
Coaching
Workload Management

Location

Wirral, England, United Kingdom

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