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Joslin Rhodes Logo

graphic designer

6c4d554

Stockton-on-Tees, England

Today

22000 - GBP ANNUAL

Joslin Rhodes

Stockton-on-Tees, United Kingdom

Unknown / Non-Applicable

Company - Private


Job Description

Are you passionate about graphic design?

Do you want to develop your skills as part of a busy and highly creative marketing team?

Are you local to Teesside?

Yes?

Great read on...

What’s on offer?

Does this sound like you?

A bit about us:

Joslin Rhodes Pension & Retirement Planning - B2C

Do you want to be part of a business that makes a real difference to peoples’ lives?

Established for over 20 years, Joslin Rhodes Pension & Retirement Planning is all about people.

We help hard-working local people at or approaching retirement achieve the life and lifestyle they want in retirement.

Our service is delivered in person at our amazing premises in Teesside.

We're passionate about making sure everyone has access to the financial planning that will free them to love the retirement they’ve spent their lives working towards.

But there’s more to it than just financial advice.

Using the unique PlanHappy Lifestyle Financial Planning process we help our clients work out what they want to do in the future, then do the money bit to work out how to get them it. So all they need to do is get on with enjoying life.

PlanHappy - B2B

There are many software solutions for traditional financial adviser firms covering functions such as CMS, Investment Platform, Risk Profiling, Cash Flow Modelling, Pension Analysis, Revenue Reconciliation, Model Investment Portfolios amongst others.

Many of these firms are normally forced to mesh 3rd party solutions for the elements listed above despite only about 20% of each software package being useful to the firm which makes it very costly and inefficient.

Frustrated with this situation, we embarked upon a journey in 2017 to develop a software solution to solve this issue. Two years later and V1 one of the PlanHappy system went live in our sister company Joslin Rhodes, replacing the previous ‘market leading’ third party system.

PlanHappy was such a success that it caught the eye of the Financial Advisory community and demand developed to install it in other firms.

Fast forward to 2022 and PlanHappy now has an in-house development team plus a sales and account management team. PlanHappy has been installed in field trials with advisory firms nationwide with much success and is being heralded as a ‘game changer’ in Financial Advisory Software.

PlanHappy is being built out into a full Case Management System for Financial Advisory and Investment Management Firms.

To build and integrate all the functionality mentioned above is viewed as a 5–10-year project and we are seeking a forward-thinking individual with the drive to ‘get stuck in’ and be part of our team.

We have also launched the ‘PlanHappy Academy’ which is a step-by-step fully interactive training and coaching programme, helping advisers to deliver industry-leading Lifestyle Financial Planning and improve their business.

Our core values:

Tell it like it is

We believe in honesty, we don’t sugar coat, we give the facts so that our clients have the power to make informed choices.

Give warmth and comfort

We genuinely care about our people feeling part of us, both clients and colleagues, and helping them achieve the lifestyle they dream of.

Simplify to empower

We share information in simple, easy-to-understand terms, without the jargon, so our clients feel like experts too.

Champion the human outcome

Everything we do is about people, we continually evolve our processes, so they are client centred, not the other way around.

Put WOW into everything we do

From our building to our people and our processes we aim high, we pride ourselves on doing it better, much better.

Interested? Do the role checklist…

Ticked them all? Then read on…

What we’re offering

Job Types: Full-time, Permanent

Salary: Up to £22,000.00 per year

Benefits:

Schedule:

Work Location: In person


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