We’re Recruiting Financial Advisers Looking To Retire

Local financial adviceWe want to talk to established Financial Advisers who are seriously thinking about retirement so we can discuss our exit solution.

If you are a qualified Financial Adviser who is looking to retire in the next few years you are probably looking for a seamless way to ensure your clients are well looked after in the future. By joining our team you will be supported by our in-house back-office staff for as long as you want to continue working.  Then, when you are ready to retire you will be confident that your colleagues at Four Oaks Financial Services will carry on looking after your clients, and your clients will already know who we are and be confident that their investments are in safe hands.

As you approach retirement our aim is for you to focus on servicing your clients for as long as you want to, leaving us to support you with:

Administration, Paraplanning, Compliance, Marketing, Appointment Making and so on.

We are a highly ethical and respected firm of advisers providing expert financial advice throughout the Midlands area. Follow this link to our Careers page to find out more.  We very much look forward to hearing from you.

Louise Lakin Celebrates 5 Years’ Service

local financial adviser
Louise Lakin, Client Liaison Executive

We are delighted to celebrate Louise Lakin’s five years of service with Four Oaks Financial Services and hope she treats herself with her gift from the company! As Client Liaison Executive, Louise plays an important role in our Client Liaison team.

Louise remembers that when she joined the business in 2013 the office staff consisted of just two people in a small office and she was employed to provide additional admin help. After returning from maternity leave in 2015 she moved into the newly created Client Liaison department who provide the vital first point of contact for all clients. “I wasn’t sure my new role would generate enough work.” Says Louise.  “How wrong I was! We are always busy providing the first touch point for new clients, ongoing communication with existing clients and making appointments for the Financial Adviser team.  I love helping people and speaking to our clients. In the last five years the company has grown massively, there are lots more people and lots more processes which enables everything to run smoothly.”

We asked Lou what was her best memory of the past five years and she said “The flexibility and warm environment that allowed me to return to work after my maternity leave, and the fact that that this is ongoing and has enabled me to increase my hours whilst also being a busy mother of three children, and the Christmas Do at The Jam House!”

Congratulations Lou, and thank you for all your hard work.

Looking To Become A Qualified Financial Adviser?

Financial Adviser LichfieldWe are recruiting Mortgage and Protection Advisers who have the drive and ambition to become fully qualified Financial Advisers.

Join our team and you will be enrolled into our own in-house training academy and we will help you study for your professional qualifications to become a fully qualified Financial Adviser. Our Business Development Manager will support you to establish a client bank and you will gain valuable experience from our MD and our team of expert Advisers.

You will be assisted by our experienced support staff providing:

Administration, Paraplanning, Compliance, Marketing and Appointment Making.

This is a wonderful opportunity for someone who is currently working in financial services possibly in a bank or building society and is looking to take their next big career step.

Follow this link to our Careers page to find out more.

Searching For A Care Home Financial Adviser In Tamworth

care home financial adviser TamworthThere are a number of things you need to know before you begin to plan for long term care for yourself or loved ones, especially if you think this will involve a care home at some point.

We recommend that you find a care home financial adviser in Tamworth or near to where you live. This is because the options you need to consider, in order to fund the care, can be complex, will depend upon your exact personal circumstances and may require several meetings.

It is important to know that not all financial advisers are authorised and qualified to provide long term care financial planning. Several of our Advisers at Four Oaks Financial Services are qualified and able to give this kind of advice.  So make sure when searching for a care home financial adviser in Tamworth that they are actually qualified to help you.

Ideally you should plan for your long term care well in advance. The government’s Money Advice Service website also supports this view and gives some good information https://www.moneyadviceservice.org.uk/en/articles/how-to-fund-your-long-term-care-a-beginners-guide. However, if planning in advance is not possible, especially if you find yourself looking for the help of a care home financial adviser in Tamworth because you have an urgent need for yourself or a loved one to go into a home, we will still be able to help. After carrying out a fact find with you we can advise on the financial options you have available which could involve maximising existing savings and investments including pensions or even equity release.  Although we usually only consider equity release for our clients as a last resort and will be happy to discuss why we take this view with you.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home or property may be repossessed if you do not keep up repayments on the mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Your first meeting with one of our care home financial advisers in Tamworth, and across the Midlands, is at our cost and without obligation. Please contact us to discuss your requirements.

We’re Looking For Financial Advisers Who Are Fed Up!

Financial Adviser JobsWe need experienced Financial Advisers to join our team. We know it is very tough to be an Adviser working alone in your own practice.  Come and join us.  We have a large experienced team who will support you.  You focus on servicing your clients and providing financial advice and we will do your:

Administration, Paraplanning, Compliance, Marketing, Appointment Making

We are a very successful and well-established firm of Financial Advisers working across the Midlands. We saw the increasing complexity in financial services coming over the horizon to hit Advisers so we invested and built up our support team who work along-side our team of Advisers.

Follow this link to our Careers page to find out more.

Mortgages And Personal Service Go Hand In Hand

Mortgages TamworthWhether you are looking for a mortgage, re-mortgaging or want to know if your current mortgage is still competitive, you need advice from an expert Financial Adviser local to Tamworth and the surrounding area.  What sets Four Oaks Financial Services apart is our mortgages support team who, working along-side your Adviser, hold your hand throughout the process of applying for a mortgage from start to finish.  We take away the hassle of the paperwork, you give us your payslips and so on and we will do the rest.  If you are moving house we will also chase solicitors and surveyors on your behalf.

Your Financial Adviser will review a wide range of mortgages, some of which are not available on the high street, and talk to you about protecting your mortgage with Life Assurance for example. Then, even when you have moved into your new home, or your re-mortgage has gone through our client service doesn’t stop there.  We will review your mortgage after 12 months and then every two to three years thereafter to make sure you have the right deal for you and your individual circumstances.

Your home or property may be repossessed if you do not keep up repayments on the mortgage.