All in a day’s work for Zach

Zach's Work Experience

Over the past few months, we’ve had the pleasure of working with Zach who has been on work experience with us.

He’s been a great help, working with different departments across Joslin Rhodes.

He started his time with us by working with the Client Services Team.

The Client Services Team’s responsible for getting in touch with pension providers and retrieving important information for our clients. On top of this, he’s been getting booklets 📙 ready for client meetings.

Our Client Engagement Team also received a helping hand from Zach.

Dotted around our lovely lounge area we have jars of sweets 🍬 for clients to enjoy; Zach helped to keep these stocked up.

In Zach’s second week he found himself working with the Discovery and Protect Teams.

With the Protect Team Zach was organising estate planning files with Carole and Sue.

Becky from our Client Engagement Team showed Zach how to prepare our range of hot drinks.

Zach quickly picked this up he found himself making drinks for clients and team members.

Later in the week, Zach got involved in setting up the event space for our estate planning workshop for the night.

All his hard work didn’t go unnoticed and he was awarded hero of the week 🦸.

Phew, didn’t he do well!

Upcoming Events

Free Estate Planning Workshop

Tuesday 25th of October 6pm – 7pm and Thursday 17th of November 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

Thursday 3rd of November 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 🎁

Click the button below to find out more…

Other articles

Is there a good time to retire?

Today we speak to Michael from our financial planning team about whether there is a good time to retire…

👉Click here to read more

Meet the team

In our regular ‘Meet the Team’ feature we’re chatting to Tom from our Senior leadership team about his time at Joslin Rhodes.

👉Click here to read more

Joslin Rhodes Heroes

Find out all about the awards that have been awarded to the Joslin Rhodes team and what they have achieved.

👉 Click here to find out more

Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • Zach's Work ExperienceWhen you can afford to retire
  • Zach's Work ExperienceHow much money you'll need in retirement
  • Zach's Work ExperienceHow to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

Zach's Work Experience

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"

Mr. W