service administrator Stockton-on-Tees, England
Job description
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
