Storeton Rose Financial Planning

Salary: Competitive base plus bonus ranging from £65,000 - £100,000 OTE (Un-capped), client bank provided Full time, hybrid working Storeton Rose Financial Planning 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 Chartered Financial Planner to take on an existing portfolio of client relationships. This is not a role where you build a book from nothing, you will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages. Your focus from there is straightforward: keep delivering the standard of advice and service these clients are used to, build on those relationships, and grow the value of the book over time. What You Will Be Doing Taking on an existing client bank through a structured, supported handover Providing independent financial planning advice across pensions, investments, protection, retirement and estate planning Carrying out annual reviews and ongoing advice for your client bank Identifying further planning opportunities within existing client relationships Working closely with our paraplanning and administration team on casework Sharing your experience with less senior planners in the team What We Are Looking For Chartered Financial Planner status (or equivalent) with significant advising experience A proven track record of managing a client bank and building long-term trust Strong technical knowledge across pensions, investments, protection and estate planning The confidence and warmth to build rapport quickly with clients new to working with you A genuine team player, comfortable working closely with paraplanning and admin colleagues What We Offer A competitive base salary plus a bonus reflecting the value of the client bank An existing, well-established client bank from day one, with a proper supported handover Hybrid working A friendly, supportive firm where your experience and ideas are genuinely welcomed

Salary: Competitive, dependent on qualifications and experience ranging from £65,000 - £100,000 OTE (Uncapped) Full time, hybrid working Storeton Rose Financial Planning 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 a qualified Financial Planner to join our team. You do not need years of experience or an existing client bank, you just need to be qualified to advise, genuinely interested in doing right by clients, and keen to build a career with us. You will work closely with our paraplanning and administration team, who will support you with research, reports and case progression, and with the Director, who will provide coaching and technical guidance as you build your experience and your own client relationships. What You Will Be Doing Meeting with clients to understand their goals and circumstances Researching and recommending suitable financial planning solutions from the whole of the market Presenting clear, jargon-free advice that clients can actually understand Carrying out annual reviews and keeping client plans up to date Working closely with our paraplanning and administration team on every case Building your own client relationships over time, with the firm's support What We Are Looking For Diploma in Regulated Financial Planning (Level 4) or equivalent, giving full permission to advise A genuine interest in independent, whole-of-market financial planning Clear, confident communication skills A methodical, detail-focused approach A real team player, comfortable working closely with paraplanning and admin colleagues What We Offer A competitive salary, reflecting your qualifications and experience Hybrid working, once you are settled into the role Genuine support to build your client bank A friendly, supportive firm where your ideas are genuinely welcomed

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