Financial Planner Role

2 days ago


StocktononTees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time
Financial Planning at Joslin Rhodes

You'd be responsible for delivering a fantastic Lifestyle Financial Planning experience for clients. This involves demonstrating our unique PlanHappy Lifestyle Financial Planning Process and how it differs from traditional financial advice.

The role requires building positive working relationships with clients and colleagues alike, resulting in the correct and appropriate outcome for all. Additionally, you'll ensure all financial planning activities are executed within the regulated requirements.

Key Responsibilities:
  • Demonstrate the PlanHappy Lifestyle Financial Planning Process to clients.
  • Build strong working relationships with clients and colleagues.
  • Execute financial planning activities within regulatory guidelines.


Requirements:
  • Listening, diagnosing, and coaching clients on achieving their financial goals.
  • Holding a Level 4 qualification for Diploma in Regulated Financial Planning.
  • Completing and passing the PlanHappy Lifestyle Financial Planning Academy.

Estimated salary: £30,000 - £40,000 per annum.

Job Types: Full-time, Permanent. Benefits include company pension, free parking, life insurance, private medical insurance, and more.

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