Client Services Administrator - Stockton-on-Tees, United Kingdom - Joslin Rhodes Lifestyle Financial Planning Limited

Joslin Rhodes Lifestyle Financial Planning Limited

Verified Company

Stockton-on-Tees, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Do you enjoy making others happy?

A real 'people pleaser'?

If so, read on.

At Joslin Rhodes, one of the top 50 fastest growing companies in the North East*, we are always on lookout for local talent and those who have what it takes to join our award-winning team.

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).
Full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
Competitive salary and great benefits.
Plus, you'll have the power to bring a smile to our clients faces every day

About the role

As a Client Services Administrator, you'll be at the front of the line for our clients. Typically, the first person they see, and often the one they remember.

You'll also be our 'engine room', working behind the scenes to provide administrative support to our wider Operations and Financial Planning teams.

So, given Joslin Rhodes always aims to deliver a WOW service, this is a very important role and requires a very special person.

You'll need to be up for:

Answering client phone calls and to assist with queries and requests.
Building great client relationships by keeping them informed.
Completing all necessary administration tasks promptly and correctly for new and existing clients, including printing and preparing booklets and paperwork for meetings.
Providing timely and accurate communications to clients, using templates and best practices.
Raising ideas and implement improvements and efficiencies wherever possible.

What it takes to be a successful Client Services Administrator at Joslin Rhodes:

You always act with integrity, as our clients' financial future depends on it.
You are positive, resilient and have a cool, calm head.
You are able to easily build rapport and trust with clients.
You are organised and able to multitask.
You have high standards and always do what you say you will.
You have excellent communication, literacy and interpersonal skills.
You are resolute and will always focus on doing the right things for the client and the business.
You enjoy working as part of a team and take pride in your work.

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

Meeting with clients to gather information or to provide support with queries.
Contacting thirdparty providers for information and to chase requests.
Logging all interactions with clients and providers in the PlanHappy Portal.

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 becoming a Client Services Administrator, 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 unique Lifestyle Financial Planning Service and 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

*Ward Hadaway - Fastest 50 North East 2023

Job Types:
Full-time, Permanent

Salary:
From £21,100.00 per year

Benefits: