At a Glance
- Tasks: Help clients achieve their dream lifestyle through tailored financial planning.
- Company: Join a caring team at Joslin Rhodes, dedicated to personalised retirement planning.
- Benefits: Full training provided, earn up to £70K OTE, and enjoy a supportive work environment.
- Other info: Great opportunity for growth with ongoing support and a focus on ethical practice.
- Why this job: Make a real difference in people's lives while building a rewarding career in finance.
- Qualifications: No experience needed; just bring your communication skills and determination to succeed.
The predicted salary is between 44775 - 54725 £ per year.
Company Description
Joslin Rhodes Pension & Retirement Planning is a Teesside-based firm that has been helping people plan for retirement on their own terms for over 20 years.
The team focuses on clear, friendly, and personalised advice that goes beyond money to emphasize freedom, confidence, and enjoying life in the place clients call home.
Using the unique Plan Happy Lifestyle Financial Planning approach, Joslin Rhodes helps individuals understand what is possible, design a tailored plan, and receive ongoing support.
The firm provides a full range of services under one roof, including pensions and retirement planning, estate planning, wills, and power of attorney, delivered by a team that genuinely cares about client outcomes.
Role Description
This is a full-time, on-site Lifestyle Financial Planner role based in Stockton-On-Tees.
The Lifestyle Financial Planner will meet with clients to understand their goals, values, and desired lifestyle, and translate these into clear, practical financial plans.
Daily responsibilities include reviewing pensions and investments, preparing retirement and estate planning recommendations, and explaining complex financial information in a straightforward and reassuring way.
The role involves conducting thorough fact-finding, using planning tools and models, documenting advice in line with regulatory requirements, and collaborating with colleagues across advice, administration, and compliance.
The Lifestyle Financial Planner will provide ongoing reviews, maintain strong client relationships, and contribute to workshops that support the Plan Happy approach.
The Opportunity
This is a fantastic opportunity for anyone with a desire to build a career in Financial Services, but doesn't have qualifications or experience.
We will provide full training to deliver Plan Happy Lifestyle Financial Planning and support you to achieve the required qualifications.
Once you have completed your first exam you can meet with clients and gain the ability to earn up to £70K OTE.
Person Profile
You will be persuasive and target driven with an ability to read people.
You will be self motivated with grit and determination to succeed.
You don't need sales or financial services experience but you do need to have transferable skills, be a great communicator and be likeable with the ability to tell it like it is when needed.
Requirements
- Strong client-facing skills, including active listening, empathy, and the ability to build long-term, trust-based relationships.
- Ability to explain financial concepts clearly and confidently, both in one-to-one meetings and in group or workshop settings.
- Knowledge of estate planning elements such as wills, trusts, and powers of attorney, or willingness to .
- High attention to detail and strong organizational skills to manage documentation, regulatory requirements, and multiple client plans.
- Comfort using software, CRM systems, and standard office applications to prepare reports and track client progress.
- Commitment to obtain Level 4 Diploma in Financial Planning .
- Commitment to ethical practice, continued learning, and alignment with the Plan Happy Lifestyle Financial Planning philosophy.
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Lifestyle Financial Planner employer: Joslin Rhodes Pension & Retirement Planning
Joslin Rhodes Pension & Retirement Planning is an exceptional employer located in Stockton-On-Tees, offering a supportive and collaborative work environment that prioritises employee growth and development. With a commitment to training and qualifications, the firm empowers its Lifestyle Financial Planners to build meaningful careers while providing personalised financial advice that truly impacts clients' lives. The unique PlanHappy approach fosters a culture of care and community, making it a rewarding place to work for those passionate about helping others achieve their retirement goals.
Contact Details:
Joslin Rhodes Pension & Retirement Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Lifestyle Financial Planner
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Joslin Rhodes Pension & Retirement Planning. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Joslin Rhodes Pension & Retirement Planning.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Joslin Rhodes Pension & Retirement Planning. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Lifestyle Financial Planner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Joslin Rhodes Pension & Retirement Planning and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Joslin Rhodes Pension & Retirement Planning how you can be a team player!
How to prepare for a job interview at Joslin Rhodes Pension & Retirement Planning
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Joslin Rhodes Pension & Retirement Planning.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Joslin Rhodes Pension & Retirement Planning's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
