Is it you we’re looking for?

Build your career with Joslin Rhodes

To help us meet demand for our Lifestyle Financial Planning Services, our Client Services and Business Support Teams are growing and we’re looking for a few special people to join us.

Throughout your job search, no doubt you’ll hear companies talk about how different they are – and we’re no exception. But in our case, this is completely true.

Joslin Rhodes is an award-winning financial advisory firm that has been delivering happy retirements to thousands of Teessiders for over 20 years.

And, while we cover all the usual bases when it comes to retirement, including Pensions, Estate Planning, and Equity Release, how we do this is entirely unique.

We follow our very own PlanHappy Lifestyle Planning Process that turns traditional financial advice on its head, quite literally…

Oh, and did we say we were also named by Professional Adviser as the ‘Best Financial Adviser to Work For 2023’?

Administrator Roles
Administrator Roles
Administrator Roles

The way we do it

Administrator Roles

Life Coaching

How do clients want to live? What do their plans need to do?

Administrator Roles

Financial Planning

What money is needed, where will it come from, and when?

Administrator Roles

Financial Advice

What transactions are required to build their plan?

Could this be you?

At Joslin Rhodes, we’re always on the lookout for local talent and are currently focused on filling key roles across these business areas:

  • Client Services
  • Human Resources & Recruitment
  • Facilities
  • General Administration

If you have experience, fantastic! But if you don’t, that’s ok too. At Joslin Rhodes we’re all about finding the right fit – for you and for us.

Administrator Roles
Administrator Roles

While the roles may be varied, the skills we’re looking for are common to all:

  • You are a true people person and enjoy helping those around you, whether that be clients or colleagues.
  • You always act with integrity, as our clients’ financial future depends on it.
  • You are positive, resilient and have a cool, calm head.
  • You are able to easily build rapport and trust.
  • You are organised and able to multi-task.
  • You have high standards and always do what you say you will.
  • You have excellent communication, literacy and interpersonal skills.
  • You are resolute and will always focus on doing the right things for the client and the business.
  • You enjoy working as part of a team and take pride in your work.
  • You have excellent attention to detail.

Interested? Want to find out more?

Book your place at our upcoming Careers Discovery Event on Tuesday 28th May, 6pm – 7:30pm at our friendly Planning Rooms location in Preston Farm.

Here you’ll have the opportunity to find out more about what we do and why.

And, along with learning about the above roles, we’ll also cover the various career routes available to you with Joslin Rhodes, including Financial Planning and Paraplanning.

You’ll also have the chance to meet with members of our teams and ask any questions you have. It’s an event not to be missed!