Trainee Financial Planner

Are you looking for a life changing career? One where you have the power to make dreams a reality?

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 of Financial Planners.

Why Joslin Rhodes?

• You would be joining a business that has been delivering happy retirements to Teessiders for over 20 years.
• We’ve been named the ‘Best Financial Advisers to Work For’ (Professional Adviser Award 2023).
• No experience necessary and full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
• All roles are full-time, employed.
• Any age and career changes welcome.
• Plus, you can earn up to £70K once qualified!

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 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.
• Keeping all records up-to-date and truly knowing your clients.

What it takes to be a successful Financial Planner with 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 on any limiting beliefs.
• You have a head for numbers.
• You can explain technical information simply, clearly and confidently.
• You can sell our services by offering trust and comfort in them.
• You are results-driven and able to deliver the required revenue to sustain the growth of the business.
• All successful candidates will need to be willing to commit to the role which includes:
• Studying independently and passing the Level 4 qualification ‘Diploma in Regulated Financial Planning’.
• Completing and passing 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 being progressed.
• Discussing and agreeing recommendations with Paraplanners to answer your client’s ‘big question’.
• Delivering Financial Planning recommendations to clients.
• Attending Joslin Rhodes in-house training sessions.

Interested? Want to find out more?

If you’d like to know more about our Trainee Financial Planner Roles, you should book onto a Discovery Centre 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.

You can also speak to some of our existing team to find out more about what they do (and whether you’d like to do it!).

You can register for a Discovery Centre Session using the link below:

Discovery Centre Session

*Ward Hadaway – Fastest 50 North East 2023

Job Types: Full-time, Permanent

Pay: Up to £70,000.00 per year

Benefits:

• Company pension
• Free parking
• Life insurance
• On-site parking
• Private medical insurance

Schedule:

• Monday to Friday

Application question(s):

• We can only consider applicants who possess the 'Right to Work' authorization and are currently residing in the UK.
• The role is exclusively full-time and office-based in Stockton-on-Tees. Please confirm your interest in the role based on this requirement.
• Applicants must reside within a 30-minute commutable distance of our offices in Stockton-on-Tees.

Work Location: In person

Reference ID: JR-LAB-01