OPEN THE DOOR TO YOUR NEW CAREER - TRAINEE/GRADUATE PARAPLANNER

Do you think you can help to change the way that people relate to their money and free them to enjoy their lives and focus on what is important to them?

Do you have an interest in a career in Financial Services, qualifying to Diploma level and beyond? Then this could be the ideal role for you.

The Opportunity:

Joslin Rhodes has grown by being fantastic at what we do, merging life coaching with financial advice to really improve people’s lives.

We work primarily with ordinary folk at, or approaching retirement, coaching them through the life and money decisions that they face.

Demand for our services continues to grow which is great. As such we’ve identified a need for an awesome person to join our team at the ground level, learn the ropes and get qualified.

We’re looking for someone to support Paraplanners and Financial Planners when informing and advising clients on financial strategies, plans and products, that will achieve the best possible outcome for the client.

Our people need to work collaboratively with each team within the business to ensure a great client experience and ongoing relationship is achieved.

Our Core Values:

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