Is this your new career?

CLIENT ONBOARDING TEAM MEMBER - WE CAN TRAIN YOU

Are you looking for an exciting new role doing something client facing and rewarding that you can be proud of?

Are you able to help our clients have the best possible journey with Joslin Rhodes?

Are you the right person to join us as we open our new office in Team Valley?

About Us

From a technical and regulatory viewpoint, we are Independent Financial Advisors, however we operate in an entirely different way to traditional financial advice firms as we don’t focus solely on selling financial products. Through our unique Plan Happy life coaching service, we help people plan their retirement, so they can enjoy an ideal lifestyle free from worry. Essentially this fantastic role consists of meeting potential clients at the start of their journey and engaging with them throughout the entire Plan Happy Process.

Whether you already work in financial services or are just looking for a change, this is a superb opportunity to build a great career. We’re looking for individuals to bring practical intelligence and a desire to deliver genuinely exceptional results.  We will train you in any of the technical aspects of the role.

We have a fantastic growing team of people all working to our core values. Head office is The Planning Rooms, Preston Farm Stockton on Tees and we’re currently expanding into the Team Valley area. So, you’ll be joining us at an exciting time.

The Opportunity

As a member of Client Onboarding you’ll be responsible for meeting and greeting clients, proactively identifying opportunities and, following up and keeping in touch with clients as they move through their Plan Happy journey.
On a daily basis you’ll manage the business diary for meetings, call clients, book appointments and confirmations, prepare files before meetings and proactively be a part of the handover when meetings are finished. You’ll update client documents, send client and provider correspondence, and ensure client areas and facilities are managed, maintained and organised. You will also, on occasion, be in control of securing initial meetings.

Core Values

Every team member is expected to work to our Core Values:

  • We tell it like it is
  • We give warmth and comfort
  • We simplify to empower
  • We champion the human outcome
  • We put Wow in everything we do

How to apply

Please email us a copy of your CV, along with a covering letter detailing why you would be perfect to join Joslin Rhodes team to recruitment@joslinrhodes.co.uk

Please note: Interviews and initial training will be held at head office in Stockton on Tees.

Closing Date: When we find the right person.