Financial Planner

Financial Planner

The Opportunity

Are you looking for greener grass?

A place where you can really grow your planning skills?

If so, read on.

At Joslin Rhodes, one of the top 50 fastest growing companies in the North East*, we are always on the 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.
  • All roles are full-time and employed.
  • Plus, you can earn up to £70K!

About the role

As a Financial Planner, first and foremost, you will be responsible for delivering a fantastic Lifestyle Financial Planning experience for clients.

You will do this by:

  • Working with clients to be able to identify the ‘big questions’ and what their best life looks like.
  • Demonstrating how our Lifestyle Planning Process differs from traditional financial advice and why our holistic approach promises ‘Real advice for real people’.
  • Building positive working relationships with clients and colleagues alike, resulting in the correct and appropriate outcome for all.
  • Ensuring that all Financial Planning activities are executed within the regulated requirements.
  • Truly knowing your clients and keeping all records up-to-date.

What it takes to be a successful Financial Planner at Joslin Rhodes:

  • You are personable, likeable, and, most importantly, trustworthy.
  • You can listen, diagnose, and coach clients on how best to achieve their financial goals.
  • You have life experience and can empathise.
  • You can read people and are comfortable challenging them about any limiting beliefs.
  • You have a head for numbers.
  • You are comfortable explaining technical information simply, clearly, and with confidence.
  • You can sell our services by instilling trust and comfort in them.
  • You are a results-driven person and able to deliver the required revenue to sustain the growth of the business.
  • You will have successfully passed your Level 4 qualification for ‘Diploma in Regulated Financial Planning’
  • And because our approach to Financial Planning is so unique, you will also be required to complete and pass the PlanHappy Lifestyle Financial Planning Academy.

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

  • Working with the Sales Support Team to manage and monitor your pipeline and upcoming activities.
  • Preparing and conducting client meetings.
  • Working closely with colleagues across the business to ensure your client’s case is progressing.
  • Discussing and agreeing on recommendations with Paraplanners to answer your client’s ‘big question’.
  • Delivering Financial Planning recommendations to clients.
  • Attending Joslin Rhodes in-house training sessions.

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 Financial Planner 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.

Register today

*Ward Hadaway – Fastest 50 North East 2023

Job Type: Full Time
Job Location: Stockton

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