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Trainee Financial Adviser

4 months ago

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

**Are you looking for a new career or new challenge in 2023?**
- Join a local award-winning company with a **20-year heritage**:

- **Best Financial Advisers To Work For -** Professional Adviser Award 2023
- **Full-time employed **positions
- **Any age** career changers welcome
- Comprehensive **training provided** in our **Academy**

To find out more **visit joslinrhodes.co.uk/careers**

**Are you stuck in a rut?**

**Do you relish the idea of a new profession or new company?**

Joslin Rhodes have been providing retirement planning and investment management on Teesside 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.

**What’s on offer?**
- A genuine opportunity to embark on a new **professional career**:

- Full training in our **Academy **with recognised qualifications **(Diploma in Financial Planning)**:

- A **great salary package **and employee benefits
- A unique opportunity to **earn whilst you learn**:

- Career progression if you're already a **Financial Adviser** or studying towards your **Diploma in Financial Planning**

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

What’s the best personality type for FINANCIAL PLANNERS? Introvert or extrovert?

Both and neither is the answer.

In order to be a fantastic financial planner we need conflicting skill sets - and that’s what makes finding great financial planners so hard.

**Social Skills (Extrovert).**

People buy people and if you can’t connect on a human level with your clients then you are going to struggle to get them to open up and really ignite the possibilities in a financial coaching session.

And more importantly, if you can’t get people to warm to you, then you’re probably going to struggle to get clients in the first place.

**Technical skills (Introvert).**

Technical skills help us learn to do all the product analysis and tax calculations and suchlike - and pass all those pesky exams.

Although this doesn’t matter if we have no clients to do technical stuff with.see above

But being able to connect with clients on a human level and then do all the technical stuff STILL isn’t enough

There’s a third skill that we need.

Most of the issues that clients face when they come to see you are a big old mix of contradictions, emotions, limiting beliefs, false truths, and life experiences.

In other words - when it comes to the issue they are wrestling with, their brains are all squiggly.

And we can’t help them if our brain is squiggly as well.

We need another skill set

**Structure (Straight Line Brains).**

A great financial planner has the natural ability to see the lack of structure in their client’s head and help them build a framework in their mind, within which the root issues can be seen clearly, decisions made, and plans built.

**So as you can see, all it takes to be a great financial planner is to be an extroverted introvert with a straight-line brain.**

And there’s a name for these people - they’re called ambiverts.

Extroverts get their energy from connecting with other people and lose energy when faced with a technical theorem or a need for structural discipline.

Introverts get their energy from structure and order and lose energy when forced to interact socially.

Ambiverts would rather be doing other things than interacting socially, but if the connection is stimulating and debate-worthy they become energised.

Likewise, they can revel in technical work, but only if it supports or relates to a real-world outcome or solution. Technical theorem for the sake of it doesn’t do it for them.

And most importantly, they see order where there is none and have a desire and a drive to build it.

See if you recognise yourself as an ambivert....

Do you need to make an effort to go to social events? Do you hate small talk but come alive and energised in conversations and discussions of substance and passion.

Do you need to make an effort to engage in technical analysis which is largely theoretical - but love working up solutions where there is a real-life outcome.

Do you love planning and organising things? Does a messy room (or mind) irritate you and drive you to put a system and structure in place.

If that is you, then you have all the ingredients of a great financial planner.

But remember, with great power comes great responsibility.

**Job Types**: Full-time, Permanent

**Salary**: £14,338.18-£70,518.02 per year

**Benefits**:

- Company car
- Company events
- Company pension
- Employee discount
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

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