Joslin Rhodes Heroes
Once a month the Joslin Rhodes team puts in their nominations for a team member to win the Glenn Warwick award.
Glenn was a former member of the Joslin Rhodes team who sadly passed away.
The award celebrates his memory and is given to those who go above and beyond in aid of our clients and colleagues.
The winner is chosen by the senior leadership team at the end of the month.
Every week we also award a weekly hero to someone who is excelling in their role. This works in a similar fashion to the Glenn Warwick award, with the senior leadership choosing someone to win from the nominations.
Our recent award winners
Leanne
Leane was one of our most recent weekly heroes.
Her role at Joslin Rhodes is as a part of the client engagement team.
The client engagement team is responsible for contacting clients and being the friendly face of Joslin Rhodes.
Leanne won our weekly hero award for “Going above and beyond for every client and colleague in everything she does.”
Zach
Zach was another of our weekly heroes.
He was with Joslin Rhodes on work experience and worked with all of our different teams.
Zach won hero of the week for ‘providing a helping hand to a range of the Joslin Rhodes teams‘.
During the week Zach was involved with an equity release workshop. Zach volunteered to introduce the event and chat with the attendees. This was greatly appreciated by the Joslin Rhodes team.
Beth
Beth is our most recent winner of the Glen Warwick award.
Beth is part of our client services team and is responsible for a wide range of important behind-the-scenes work. She was awarded this due to her ‘taking on a larger workload and excelling whilst doing so’.
Jeay
Jeay was nominated for the weekly hero award for ‘going above and beyond and helping out the wider team‘. Jeay is Joslin Rhodes’ Operations Technical Specialist, Pension Transfer Specialist and Chartered Financial Planner.
Paul
Paul from our design team was awarded the weekly hero for ‘supporting the design team with everything we do, he managed to get a specialist report written in a record time, and has been a great help to the whole team‘. Paul works in the design team and is responsible for creating plans for clients and identifying their investment needs.
Upcoming Events
Free Estate Planning Workshop
Tuesday 7th February and 6pm – 7pm at our Stockton Planning Rooms
To book your place simply click here to pop us your details and we’ll save you a seat.
Free Pension Workshop
Tuesday 24th of January 6pm – 7pm at our Stockton Planning Rooms
To book your place simply click here to pop us your details and we’ll save you a seat.
Sharing’s Caring – Recommend a Friend Scheme
Do you know someone who could also benefit from our help and advice?
If we think we can help, we’ll offer them a free consultation and send you a little something to say thank you 🎁
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Other articles
Do you need a will?
Today we speak with Andrew from our Estate Planning Team about do you need a Will…
Meet the team
Here we give you a peak behind the curtain at Joslin Rhodes👀.
In this issue we talk to Becky, from our Client Engagement Team.
Click here to find out about Becky and her role at Joslin Rhodes.
Joslin Rhodes Charity Work
This year the Joslin Rhodes team has been involved in charity work with Macmillan Cancer Support, Cash for Kids, Parkinson’s Uk, Pancreatic Cancer UK, the High Tide Foundation, Butterwick Hospice Care, and the Lily Foundation.
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