Client Services and Facilities Coordinator

2 days ago


Newcastle upon Tyne, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

**Is this your fantastic new career?**

Are you looking for an **exciting new role** doing something client-facing and **rewarding**?

Yes?

Then this could be ideal for you.

You would be working from our Newcastle and Stockton premises to make sure our Newcastle clients have the best possible experience.

**Full training will be provided in our Academy in Stockton initially before your permanent role in our Newcastle office.**
- **Any age** career changers welcome
- Absolutely **no experience** necessary
- Comprehensive **training provided** in our **Academy** in Stockton - We'll cover your travel costs : )
- **Full-time employed **positions
- Join a local company with a **20 year heritage**

You’ll be involved in the **general running of our Newcastle branch**, supporting a maximum of two Financial Planners.

To find out more **visit joslinrhodes.co.uk/careers - WE DON'T WANT ANY CVs (Yet)**

**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.

**The opportunity includes**:

- **Full training** provided
- **Meeting and greeting clients**:

- You’ll need to be flexible on working times as there’ll be varying opening times
- **Preparing files** before meetings and proactively being part of the handover after meetings
- **Updating client documents** and sending client and provider correspondence
- Opening and closing the branch
- Maintaining and managing office facilities
- Maintaining health and safety
- Managing stationery and stock levels

**Does this sound like you?**
- Do you have a happy and trustworthy demeanour?
- Are you a team player, self-starter, hardworking and committed?
- Can you quickly build relationships on the phone and in person?
- Are you a good communicator?
- Are you outgoing, with a genuine interest in people?
- Are you super organised, tidy and efficient?
- Do you love being on the front line in a busy office?
- Do you have a full driving license?

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

- **Full training provided** in our **Academy**:

- A competitive salary package and **employee benefits**:

- 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**: Up to £23,500.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: One location



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