Client Services Administrator

Client Services Administrator

The Opportunity

Do you enjoy making others happy?

A real ‘people person’?

If so, read on.

At Joslin Rhodes, one of the top 50 fastest growing companies in the North East*, we have a fantastic opportunity for those who are looking to start a career in Financial Services.

We are looking for 4 special individuals to join our busy Client Servicing Team.

Why Joslin Rhodes?

  • We do Financial Planning differently – we put people first, products second.
  • 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.
  • Competitive salary and great benefits.
  • Plus, you’ll have the power to bring a smile to our clients faces every day!

About the role

As a Client Services Administrator, you’ll be on the front line looking after our clients. Typically, the first person they see, and often the one they remember. You will make every aspect of looking after our clients a real pleasure for them and you.

You’ll also be our ‘engine room’, working behind the scenes to provide administrative support to our wider Operations and Financial Planning teams.

Given Joslin Rhodes always aims to deliver a WOW service, meaning everything we do leaves a positively big impression, this is a very important role and requires a very special person.
You’ll need to be up for:

  • Answering client phone calls and to assist with queries and requests.
  • Building great client relationships by keeping them informed.
  • Completing all necessary administration tasks promptly and correctly for new and existing clients, including printing and preparing booklets and paperwork for meetings.
  • Providing timely and accurate communications to clients, using templates and best practices.
  • Raising ideas and implement improvements and efficiencies wherever possible.

What it takes to be a successful Client Services Administrator at Joslin Rhodes:

  • 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 with clients.
  • 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.

If you think you tick all these boxes, here’s what your typical day could look like?

  • Meeting with clients to gather information or to provide support with queries.
  • Updating clients by telephone and email with case progress.
  • Contacting third-party providers for information and to chase requests.
  • Logging all interactions with clients and providers in the PlanHappy Portal.
  • Providing all necessary administrative support to clients and other teams too.

Added Benefits:

At Joslin Rhodes, we’re not short on these.
Here’s 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?

You can register your interest in the role using the form below. Please send a covering letter explaining why you’re the right person for the job along with an up-to-date CV detailing any relevant experience.

All applications must be received by Sunday, 5 May. Our recruitment team will then review your submission.

Successful applicants will be invited to an Assessment Centre taking place at our Teesside branch in Preston Farm, Stockton on 9th & 10th May.

Good luck… we hope to see you at our Assessment Centre!

*Ward Hadaway – Fastest 50 North East 2023

Job Type: Full Time
Job Location: Stockton

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