Client Services Administrator

Client Services Administrator

We’re always interested in talking to talented people interested in a role with our Client Services team.

Do you think you could help deliver excellent client outcomes through an administration role?

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The Opportunity

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 Client Services team.

We’re looking for someone to help us deliver excellent client outcomes in an administration role.

You’ll be involved in production and quality targets and will be a positive, organised individual who works well under pressure.

Find out more

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  • We tell it like it is
  • We simplify to empower
  • We ask and answer the BIG questions
  • We give warmth & comfort
  • We put WOW in everything we do
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  • Preparing files for client meetings making sure all necessary documents are included
  • Updating client meeting outcomes and making sure all required tasks are dealt with promptly and accurately
  • Answering client phone calls to assist with any queries or requests
  • Sending enquiry forms to pension providers to request information and chasing for this information
  • Arranging withdrawals for clients, following procedures, and instructing platforms
  • Arranging the transfer of pension funds and investment funds for clients
  • Verbal and written communication with clients
  • Completing all necessary administration to support our clients through their annual review meetings
  • Building great client relationships through handover from our Financial Planners at various stages
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  • Would you like to build a career in financial services?
  • Have you experience within an administration role and/or with clients?
  • Are you driven by quality & accuracy to “get it right first time”?
  • Can you dig in and get to the heart of the problem and help solve it?
  • Do you love being accountable and taking the responsibility for your work?
  • Do you do what you say you’re going to do?
  • Are you a nice person?
  • Are you trustworthy?
  • Do our core values resonate with you? Do you live them in both your personal and professional life?
  • Do you tell it like it is, deal with the tough questions and get stuff done?
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  • A starting salary £16,000
  • Employer contributory pension scheme
  • Get out of bed every day and work with great people doing a fantastic job with amazing clients
  • Be a part of something unique and special that adds value to the world
  • Have a job in a company that supports and champions the human outcome for the team and our clients
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Send an email with an overview of who you are and why you think you’d make a great Client Services Administrator, along with a copy of your CV to recruitment@joslinrhodes.co.uk 

Closing Date: When we find the right person.