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Client Services Administrator

4 months ago

StocktononTees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

**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 award-winning company with a **20-year 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**.

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 joslinrhodes.co.uk/careers** 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
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person