At a Glance
- Tasks: Meet clients, understand their goals, and create practical retirement plans.
- Company: Joslin Rhodes, a leader in Pension & Retirement Planning.
- Benefits: Full training, career progression, and client interaction from day one.
- Other info: Opportunity to progress towards Level 4 qualifications in a supportive environment.
- Why this job: Kickstart your finance career while helping others secure their future.
- Qualifications: Motivated individuals with a passion for finance and client service.
The predicted salary is between 25650 - 31350 £ per year.
Joslin Rhodes Pension & Retirement Planning in Teesside is seeking a motivated Lifestyle Financial Planner based on-site in Stockton-On-Tees. You will meet clients to understand their goals and translate them into practical retirement plans, reviewing pensions and investments and presenting clear recommendations in plain language.
We provide full training to deliver PlanHappy Lifestyle Financial Planning; after completing your first exam you can meet with clients and progress toward a Level 4.
PlanHappy Lifestyle Financial Planner - Start in Finance employer: Joslin Rhodes Pension & Retirement Planning
At Joslin Rhodes, we pride ourselves on being an excellent employer by fostering a supportive work culture that prioritises employee growth and development. Located in the vibrant Stockton-On-Tees, we offer comprehensive training for our Lifestyle Financial Planners, ensuring you have the tools to succeed while helping clients achieve their financial goals. Join us for a rewarding career where your contributions are valued and recognised, and enjoy the unique advantage of working in a collaborative environment focused on making a positive impact in people's lives.
Contact Details:
Joslin Rhodes Pension & Retirement Planning Recruitment Team
