Paraplanner
The Opportunity
Are you the missing piece to our clients’ retirement puzzle?
A Jack (or Jill) of all trades?
If so, read on.
At Joslin Rhodes, one of the top 50 fastest-growing companies in the North East*, we are always on lookout for local talent and those who have what it takes to join our award-winning team.
Why Joslin Rhodes?
- You would be joining a business that has been delivering happy retirements to thousands of Teessiders for over 20 years.
- We’ve been named the ‘Best Financial Advisers to Work For’ (Professional Adviser Award 2023).
- Full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
- Plus, you can earn up to £50K per year!
About the role
As a Paraplanner, you are responsible for building a client’s lifestyle financial plan (a.k.a. ‘the puzzle’).
Every Joslin Rhodes client has unique retirement dreams, unique circumstances, and a unique mix of financial products (such as pensions and property), so it will be up to you to bring all of these pieces together to create a unique retirement plan that does what it needs to—including taking away the client’s financial worries!
You will do this by:
- Completing in-depth product and investment analysis.
- Coming up with creative ideas to help a client achieve their retirement dreams when it doesn’t look possible.
- Taking a holistic approach and using software to prove your theories.
- Preparing written recommendations that deliver the best outcomes for clients using cashflow modelling.
- Supporting the wider Operations teams for such activities as ongoing servicing, transactions and tax guidance.
- Balancing operational demands with commercial awareness.
What it takes to be a successful Paraplanner at Joslin Rhodes:
- You always act with integrity, as our clients’ financial future depends on it.
- You are diligent and appreciate that the work you’re doing is too important to get wrong.
- You are reliable, organised, and able to multi-task.
- You have high standards and always do what you say you will.
- You are able to understand, interpret, and analyse technical information.
- You are highly skilled in Microsoft Office software, in particular Excel.
- You have a cool, calm head and a positive mindset.
- You enjoy working as part of a team and take pride in your work.
- You have excellent communication skills and are comfortable speaking with clients and colleagues alike.
- You are adaptable to change.
- You currently hold or are studying for your Diploma in Financial Planning.
If you think you tick all these boxes, here’s what your typical day could look like:
- Reviewing client information and clarifying details directly with clients.
- Assembling cashflow models and creating a range of lifestyle scenarios.
- Analysing policy information and formulating recommendations.
- Writing recommendation reports and producing supporting documentation.
- Speaking with clients (phone and email) on matters that are important to their circumstances, for example, tax guidance.
Added Benefits:
At Joslin Rhodes, we’re not short on these.
Here are just a few things that every team member is eligible to receive:
- 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
Interested? Want to find out more?
If you’d like to know a little bit more about our Trainee Paraplanner Roles, you should book onto a Recruitment Discovery Session.
These are group events held at our Teesside branch in Preston Farm, Stockton.
You’ll be able to look around, hear more about our service and how it works, and get more information on each of the roles on offer.
*Ward Hadaway – Fastest 50 North East 2023
