Joslin Rhodes

Joslin Rhodes are Pension and Retirement Planners at Preston Farm in Teesside. We merge Life Coaching and Independent Financial Advice into a hybrid service that we call PlanHappy. We're offering a fantastic opportunity for two exceptional people to join our client technical team as Paraplanners. Ideal for someone who wants to build a career in financial services, full training will be given and you will join our training academy with the aim of completing the Regulated Diploma in Financial Planning within 2 years. We're looking for someone who is keen to learn and can pick up new skills quickly. We want someone who is good at problem solving and can work well under pressure. Excellent report writing skills are a must as well as the ability to communicate well with a range of different people. From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead, we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their desired lifestyle free from worry. We operate from The Planning Rooms at Preston Farm and serve clients throughout Teesside and Darlington. We have a team of 25 people and are growing. We are happy to recruit from outside the Financial Services Industry for someone who already demonstrates the required skills, or a graduate trainee.