Join our Award-Winning Team
Client Services Administrator
To help us meet demand for our Lifestyle Financial Planning Services, we’ve been growing our Client Services team and are now looking for that one last piece of the puzzle – a Client Services Administrator. Is this you?
Joslin Rhodes is an award-winning financial advisory firm that has been delivering happy retirements to thousands of Teessiders for over 20 years.
And, while we cover all the usual bases when it comes to retirement, including Pensions, Estate Planning, and Equity Release, how we do this is entirely unique.
We follow our very own PlanHappy Lifestyle Planning Process that turns traditional financial advice on its head, quite literally…
Oh, and did we say we were also named by Professional Adviser as the ‘Best Financial Adviser to Work For 2023’?
The way we do it
Life Coaching
How do clients want to live? What do their plans need to do?
Financial Planning
What money is needed, where will it come from, and when?
Financial Advice
What transactions are required to build their plan?
About the role
As a Client Services Administrator, you’ll be on the front line looking after our clients. Typically, the first person they see, and often the one they remember. You will make every aspect of looking after our clients a real pleasure for them and you.
You’ll also be our ‘engine room’, working behind the scenes to provide administrative support to our wider Operations and Financial Planning teams.
Given Joslin Rhodes always aims to deliver a WOW service, meaning everything we do leaves a positively big impression, this is a very important role and requires a very special person.
You’ll need to be up for:
- Answering client phone calls and to assist with queries and requests.
- Building great client relationships by keeping them informed.
- Completing all necessary administration tasks promptly and correctly for new and existing clients, including printing and preparing booklets and paperwork for meetings.
- Providing timely and accurate communications to clients, using templates and best practices.
- Raising ideas and implement improvements and efficiencies wherever possible.
What it takes to be a successful Client Services Administrator at Joslin Rhodes:
- You always act with integrity, as our clients’ financial future depends on it.
- You are positive, resilient and have a cool, calm head.
- You are able to easily build rapport and trust with clients.
- You are organised and able to multi-task.
- You have high standards and always do what you say you will.
- You have excellent communication, literacy and interpersonal skills.
- You are resolute and will always focus on doing the right things for the client and the business.
- You enjoy working as part of a team and take pride in your work.
- You have excellent attention to detail.
If you think you tick all these boxes, here’s what your typical day could look like:
- Meeting with clients to gather information or to provide support with queries.
- Updating clients by telephone and email with case progress.
- Contacting third-party providers for information and to chase requests.
- Logging all interactions with clients and providers in the PlanHappy Portal.
- Providing all necessary administrative support to clients and other teams too.
Interested? Want to find out more?
You can register your interest in the role using the link below.
Please send a covering letter explaining why you feel you’re the right person for the job along with an up-to-date CV detailing any relevant experience.
All applications must be received by Friday, 13th September. Our recruitment team will then review your submission.
And if you want to know more about Joslin Rhodes and any other career routes available to you, including Paraplanning and Financial Planning, book your place at our upcoming Careers Discovery Event on Tuesday 24th September at our friendly Planning Rooms location in Preston Farm.
Here you’ll have the opportunity to find out more about what we do and why. You’ll also have the chance to meet with members of our teams and ask any questions you have. It’s an event not to be missed!
Life at Joslin Rhodes
Get ready to say ‘WOW’, which is what most people do when they first open our doors.
It’s not only the friendly, happy people greeting you each day, our amazing Planning Rooms location in Preston Farm, Stockton-on-Tees is unlike any other financial advisory office you’ve seen before – and yes, coffees are included!
What we value
Our mission is simple – Changing people’s lives, one at a time.
And, how we know we can achieve this by thinking differently.
Everything we do and why is based on these five Core Values:
- We tell it like it is
- We champion the human outcome
- We simplify to empower
- We give warmth & comfort
- We put WOW in everything we do
Because it’s nice to be nice
At Joslin Rhodes, we’re not short on benefits. Here’s just a few things that every team member is eligible to receive.
- Professional Qualification Training
- Private Medical Insurance
- Pension Contributions
- Income Protection
- Life Insurance
- Health Cash Plan & Health Checks
- Holidays (starting at 25 days) & Holiday Buy & Sell Scheme
- Complete PlanHappy Lifestyle Financial Planning Training
- Voucher Awards & Gifts for ‘Hero of the Week’ and our ‘Glenn Warwick’ winners
What’s not to love about these!!
Not finding your perfect role here?
We’re always on the lookout for great people so if you are interested in other roles across our corporate teams including Marketing, Finance, IT & Development, simply drop us a line and your CV to careers@joslinrhodes.co.uk.
