Client Services Administrator - Stockton-on-Tees, United Kingdom - Joslin Rhodes Lifestyle Financial Planning Limited
2 weeks ago
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.
- Join a local awardwinning company with a
20year heritage:
Best Financial Advisers To Work For - Professional Adviser Award 2023
Any age career changers welcome
- Comprehensive
training provided in our
Academy in Stockton
Full-time employed positions
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.
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
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:
- Company pension
- Life insurance
- Onsite parking
- Sick pay
Schedule:
- Monday to Friday
Work Location:
In person
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