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 friendly 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 helping clients achieve their retirement goals. The unique PlanHappy approach fosters a culture of collaboration and care, making it a rewarding place to work for those passionate about making a difference in people's lives.
Contact Details:
Joslin Rhodes Pension & Retirement Planning Recruitment Team
