Trainee Paraplanner

Please note that AI detection tools will be used as part of our recruitment process. Applications including CV's that are found to be AI-generated, assisted or edited will be rejected during the assessment process

Are you looking for a truly life-changing career? One where you get to put together all the pieces of our clients’ retirement puzzle.

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.

Why Joslin Rhodes?

You would be joining a business that has been delivering happy retirements to thousands of Teessiders for over 20 years.

We’ve been named the ‘Best Financial Advisers to Work For’ (Professional Adviser Award 2023).

No experience is needed.

Full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
Plus, you can earn up to £45K per year!

About the role

As a Trainee Paraplanner, you are responsible for building a client’s lifestyle financial plan (a.k.a ‘the puzzle’). Every Joslin Rhodes client has unique retirement dreams, unique circumstances and a unique mix of financial products (such as pensions and property), so it will be up to you to bring all of these pieces together to create a unique retirement plan that does what it needs to – including taking away the client’s financial worries!

You will do this is by:

Completing in-depth product and investment analysis
Coming up with creative ideas to help a client achieve their retirement dreams when it doesn’t look possible
Taking a holistic approach and using software to prove your theories
Preparing written recommendations that deliver the best outcomes for clients using cashflow modelling
Supporting the wider Operations teams for such activities as ongoing servicing, transactions and tax guidance
Balancing operational demands with commercial awareness

What it takes to be a successful Paraplanner with Joslin Rhodes:

You always act with integrity, as our clients’ financial future depends on it.
You are diligent and appreciate that the work you’re doing it too important to get wrong.
You are reliable, organised and able to multi-task.
You have high standards and always do what you say you will.
You are able to understand, interpret and analyse technical information.
You are highly skilled in Microsoft Office software, in particular Excel.
You have a cool, calm head and a positive mindset.
You enjoy working as part of a team and take pride in your work. You have excellent communication skills and comfortable speaking with clients and colleagues alike.
You are adaptable to change.
You will also have the option to study towards your Diploma in Financial Planning (6 examinations). To do this you will need to be willing to put in the time and effort to study in your own time. From there, if you would like to move to a specialist role, you’ll also need to complete the Advanced Diploma.

If you think you tick all these boxes, here’s what your typical day could look like:

Reviewing client information and clarifying details directly with clients
Assembling cashflow models and creating a range of lifestyle scenarios
Analysing policy information and formulating recommendations
Writing recommendation reports and producing supporting documentation
Speaking with clients (phone and email) on matters that are important to their circumstances, for example tax guidance

Added Benefits:

At Joslin Rhodes, we’re not short on these. Here’s just a few things that every team member is eligible to receive.

Private Medical Insurance
Pension Contributions
Income Protection
Life Insurance
Health Cash Plan & Health Checks
Holidays (starting at 25 days) & Holiday Buy & Sell Scheme
Complete PlanHappy Lifestyle Financial Planning Training
Voucher Awards & Gifts for ‘Hero of the Week’ and our ‘Glenn Warwick’ winners
Interested? Want to find out more?

If you’d like to know a little bit more about our Trainee Paraplanner Roles, you should book onto a Recruitment Discovery 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 Session using the link below.

https://www.joslinrhodes.co.uk/careers-discovery-session/

*Ward Hadaway – Fastest 50 North East 2023

Job Types: Full-time, Permanent

Benefits:

Company pension
Free parking
On-site parking
Private medical insurance

Application question(s):

We can only consider applicants who possess the 'Right to Work' authorisation 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