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

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Is this your fantastic new career?
Are you looking for an
rewarding
new role doing something that helps
make a real difference to the lives of local people?

Can you help us
deliver excellent client outcomes in an administration role?

Yes?

Then this could be
ideal for you.
-
Any age career changers welcome

Comprehensive
training provided in our
Academy in Stockton

-
Full-time employed positions

Join a local company with a
20 year heritage

You'll be involved in client servicees and will be a
positive,
organised individual who
works well under pressure.

Do you relish the idea of a new challenge?
Joslin Rhodes have been providing retirement planning and investment management in the North East for
over 20 years.

We look after over
£200 million of investments and have helped thousands of local retirees 'know that they have enough'.

You don't need experience in financial services - if you're prepared to put the work in then
we're happy to train you.

It's just what we do.

Our Core Values

We tell it like it is
We simplify to empower
We champion the human outcome
We give warmth & comfort
We put WOW in everything we do

The opportunity includes:

-
Full training provided at our
Stockton offices

Discovery and input of all client information

-
Chasing pension providers and administrators

Arranging the transfer of pension funds and investment funds for clients
Processing withdrawals for clients

-
Building great client relationships, answering phone calls to assist with any queries or requests

Updating client meeting outcomes and making sure all required tasks are dealt with promptly and accurately

-
Completing all necessary administration to support our clients through their annual review meetings

Excellent verbal and written communication with clients

Does this sound like you?

Have you experience within an administration role and/or with clients?
Are you driven by quality & accuracy to "get it right first time"?
Can you dig in and get to the heart of the problem and help solve it?
Do you love being accountable and taking the responsibility for your work?
Do you do what you say you're going to do?
Are you a nice person?
Are you trustworthy?
Do our core values resonate with you? Do you live them in both your personal and professional life?
Do you tell it like it is, deal with the tough questions and get stuff done?

What's on offer?

A
competitive salary package including great
employee benefits and
progression routes:
A career in a company that supports and
champions the human outcome for all
Get out of bed every day looking forward to working with clients and
changing lives

For more information
visit and
register for

one of our
Discovery Sessions to learn more about what we do and how you can be part of it

Job Types:
Full-time, Permanent

Salary:
From £21,100.00 per year

Benefits: