23 Mar Paraplanner – Experienced, Graduate or Trainee
Paraplanner – Experienced, Graduate or Trainee
We’re always interested in talking to talented people already experienced in Paraplanning
or want to start a new career in the role.
Do you think you can help to change the way people relate to their money and free them to enjoy their lives and focus on what’s important to them?
Are you a qualified, experienced Paraplanner or do you have an interest in a career in Financial Services, qualifying to Diploma level and beyond?
This could be the ideal role for you
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 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, 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 in the business to ensure a great client experience and ongoing relationship is achieved.
You’ll be involved in production and quality targets and will be a positive, organised individual who works well under pressure.