Enthusiastic, attention to detail and hardworking

Good administration is the oil that keeps our engine moving.

We're looking for someone who can join our Client Services Team and is happy in a fast paced environment.

Most importantly do you have the right attitude? Are you willing to learn our system, get stuck in and be part of the team? We need a positive 'can do' attitude from someone who is happy to take on all the different types of task in the team and can organise and prioritise their work.

Accuracy and standards are very important to us. Our clients expect us to be exceptional.

You need to be enthusiastic and confident as you will be dealing with clients and pension providers.

The role is 37 hours per week on a rota that involves working some 8.30am starts on some days and some 7.00pm finishes on other days. 

Main duties include:

  • Prepare files for client meetings, ensuring all documents are provided.
  • Meet clients to build relationships, be a point of contact and support them to complete paperwork and forms.
  • Update our system with notes from client meetings and handle any tasks that arise from the meeting.
  • Take telephone calls from clients and assist them with any queries, also proactively contact clients with regular updates of their case details.
  • Send enquiry forms to pension providers and proactively contact them to check forms are received and to chase the information requested.
  • Arrange some transactions for clients, in line with company procedures and compliance requirements.
  • Arrange review meetings for clients and complete the preparation work for these meetings.


Check out the details of who we are looking for and how we operate. The right candidate will flourish here and there are always further opportunities, if you want them. We're also happy for you to just keep doing what you do best, if that's right for you.

We're looking for someone who matches the following:

  • Are personable and likeable as well as professional
  • Is highly organised and likes to do a job well, with accuracy and high standards
  • Can learn quickly and pick up how to operate our system
  • Can prioritise and communicate exceptionally well with great client service skills
  • Is not afraid to proactively contact suppliers and chase up documents and information 

The role is open to anyone of any age and any experience. Your ability to be on top of your tasks with accuracy and the ability to prioritise, with our clients’ needs in mind, is what’s important.

You don’t necessarily need experience of financial services, pensions or investments. We can teach you that.

From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead, we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their desired lifestyle free from worry.

We operate from a beautiful office called The Planning Rooms at Preston Farm, Stockton on Tees and serve clients throughout Teesside and Darlington. We have a growing team of 40 people and significant clients’ investment funds under our management.

We tend to recruit from outside the Financial Services Industry so that our people aren’t ingrained with the ‘normal’ way of selling financial products, as we do things so differently here.

Instead, we focus on people who can bring the personal skill set and experience to be successful in their role, we can teach any of the financial knowledge that may be required.

Please email us with details of who you are and why you'd be great in this role, along with a copy of your CV, to recruitment@joslinrhodes.co.uk

Closing date - when we find the right person

Starting salary £16,000, with an achievable progression scale based on competency