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Paraplanner

Posted 18 April by Joslin Rhodes Easy Apply Ended

Our Mission:

Helping people to see that everything is going to be okay.

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 that they face.

Demand for our services continues to grow which is great. As such we’ve identified a need for an awesome person to develop our team to the next level.

We’re looking for someone to support Senior Paraplanners and Financial Planners when informing and advising clients on financial strategies, plans and products, that will achieve the best possible outcome for the client.

Our people need to work collaboratively with each team within the business to ensure a great client experience and ongoing relationship is achieved.

Interested? Do the checklist..

o Are you experienced in Financial Services?

o Are you part or fully qualified at Diploma level?

o Can you lead a small team?

o Do you want to change people’s lives?

o Do you do what you say you are going to do?

o Are you trustworthy?

o Do our Core Values resonate with you?

o Do you live them in both your personal and professional life?

o Do you tell it like it is, deal with the tough questions and get stuff done?

Ticked them all? Then read on……

Role

  • Working towards or completed Certificate in Pension Transfer Advice
  • Part of a team within the paraplanning department
  • Preparation of reports
  • Cashflow design
  • Pension and investment analysis
  • Attending Client meetings with Financial Planners
  • Collating accurate data
  • Client technical support

What We’re Offering

o Great salary based on experience and qualifications

o Autonomy to do what you do best.

o Great benefits package.

o Employer contributory pension scheme.

o Get out of bed every day and work with great people

o Be a part of something unique and special that adds value to the world.

o Have a job in a company that supports and champions the human outcome for all, our team, our clients and our managers.

Closing Date: When we find the right person.

Required skills

  • Analysis
  • Financial Services
  • Investment
  • Reports

Reference: 34254660

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