Are you looking for a new career in Financial Services in Teesside?
Retrain as a Financial Adviser or Paraplanner with Joslin Rhodes and earn up to £70k per annum. Or perhaps join our Client Services team.
Join Our Award-Winning Team in Teesside!
Do you relish the idea of a new profession?
Joslin Rhodes has been providing retirement planning and investment management on Teesside for over 20 years.
We manage over £200 million of investments and have helped thousands of retirees live their best life in retirement and know that they have ‘enough’.
No experience in financial services needed – if you’re ready to work hard, we’re prepared to train you right here in Teesside..
It’s just what we do.
✓ Any age career changers welcome
✓ Absolutely no experience necessary
✓ Comprehensive training provided in our Academy
✓ Full-time employed positions
What’s on offer for successful candidates?
- A real chance to start a new professional career in financial services.
- Comprehensive training in our Academy, including recognised qualifications (Diploma in Financial Planning)
- Attractive salary package and employee benefits.
- Unique earn-while-you-learn opportunity.
- The chance to work for one of the fastest-growing businesses in the North East (Ward Hadaway Fastest 50 North East 2023)
So, if you’re local to Teesside and ready to make your mark on the world of financial services, register for a Discovery Session today.
Use the button below to register for one of our Discovery Sessions to learn more about what we do and how you can be part of it!
Our story
We are Financial Advisers, Financial Planners and Investment Managers – but with a twist…
Most other Financial Advisory and Investment Management firms focus on recommending and arranging investments.
There’s nothing wrong with that. But…..in order to get people to invest with them, they tend to ‘sell’ their services on one of two promises…
- We’ll make your money grow faster.
- We’ll charge you less.
Some even claim to do both.
The problem with number 1 is that no one can guarantee that.
Markets go up. Markets go down.
You can’t control them or foresee them – no matter what you wish, or what anyone tells you.
The problem with the 2nd promise is……..as John Ruskin famously said….. “There is hardly anything in the world that cannot be made a little worse and sold a little cheaper, and those who consider price alone are that person’s lawful prey.”
We don’t make either of those promises. In fact we Tell it like it is.
- We can’t always guarantee your investments will go up.
- There are cheaper options out there.
Our real value is in managing investors’ emotions.
Stopping clients making unhelpful, knee-jerk financial and investment decisions out of fear and worry.
Managing the investor pays far more dividends than any investment management can ever do (even though we’re pretty good at that as well).
And as for price? Who wants the sole aim of their career to be that you were cheaper than the next person?
Probably not the inspiring story you want to be telling your Grandchildren one day?
Better to be able to say that you offered a fantastic feel-good service that helped clients live the lives they wanted to live without fear. That no matter what was happening in the world around them, you helped your client always know that everything was going to be OK.
You might be wondering why we’re telling you this in a recruitment campaign?
You might also be wondering why we’re offering to train someone like you from scratch, rather than recruiting somebody already experienced?
Well, the answer is mutually inclusive.
It’s easier for us to train someone in the right way (ours) from the beginning than try to reprogram someone who has been doing it the ‘wrong’ way.
So what is the right way?
The Joslin Rhodes way…
We mentioned earlier that we are Financial Advisers and Investment Managers with a twist, and the twist is that we provide a Lifestyle Financial Planning service.
We only work with clients who are at or approaching retirement and who engage with our full Lifestyle Financial Planning process which includes Life & Retirement Coaching and Planning – we don’t provide Financial Advice or Investment Management services in isolation – only as part of our full service.
The roles
There are three main roles that are involved in delivering the Joslin Rhodes Lifestyle Financial Planning process and if you’d like to be a member of our team it’s likely that your skills and experience sits within one of these roles.
Read on to see which one most feels like you.
Financial Planner
Financial Planners do the coaching and planning work with the clients and deliver the financial advice.
They are the primary liaison with the clients and guide them through the process.
Starting salary £25k increasing to £50k, plus bonus – taking on target earnings up to £70k. Salary increases with promotions eg Supervisor, Manager etc.
Paraplanner
Paraplanners are the engineers and spend most of their time on using software, doing analysis, and writing technical reports to formulate the financial advice.
This is about diagnosis, analytics, and financial engineering.
- Junior Level Paraplanner – £25,000
- Mid Level Paraplanner – £32,500
- Senior Level Paraplanner – £42,500
- Lead Level Paraplanner – £50,000
Client Servicing
This role is the glue in between the stages and the engine room of the whole process.
It’s about making sure that clients are looked after and feel the warmth and comfort of knowing that everything is going to be OK.
Starting salary £21,100 increasing with responsibilities and opportunities for various roles and ability to progress into management.
Discover Joslin Rhodes at our Discovery Sessions.
If you’d like to know a little bit more, you should book onto a Recruitment Discovery Session.
Held at our Teesside branch in Preston Farm, Stockton, just off of Yarm Road.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.
You can also speak to some of our existing team to find out more about what they do (and whether you’d like to do it!)
You can register for a Discovery Session using the form below.
Register for a Discovery Session
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