We are a successful, established business that is growing, expanding and investing in our infrastructure and our people. We are seeking to recruit qualified Financial Advisers to join us. Ideally you will be qualified to Level 4 Diploma status and have an existing client bank, which you will continue to service, with the additional assistance of our large in-house support team.
Our experienced support staff will work along-side you freeing you from carrying out day-to-day Administration, Paraplanning and Compliance. We will also support you with Marketing and Appointment Making. This includes but is not limited to monthly marketing campaigns, help with promoting you on-line, research and the preparation of review packs.
This role will suit a proven Financial Adviser working on a self-employed basis who is keen to spend more time providing quality financial advice to their clients and less time on bureaucracy. For more information please send your CV to Lynsey Mason, Practice Manager via email to email@example.com.
Mortgage & Protection Advisers
We have a reputation for outstanding customer service and investing in our people. We are seeking to recruit career minded Mortgage and Protection Advisers who want to become fully qualified Financial Advisers and enhance their earning potential.
Through our in-house training academy many of our existing team have already passed professional exams on the way to becoming fully qualified Advisers. We have a Chartered Financial Planner in our team and some of our Advisers are working towards Chartered Financial Planner status with our help and support.
We want to talk to you if you are looking to take your next career step and become a self-employed qualified Financial Adviser. Join our team and you will benefit from the coaching of our Business Development Manager to establish a client bank and the support of our in-house administration, Paraplanning, compliance, appointment making and marketing.
For more information please send your CV to Lynsey Mason, Practice Manager via email to firstname.lastname@example.org.
Exit Strategy For Financial Advisers Looking To Retire
We have a solution for established Financial Advisers with their own client bank who may be looking to retire in the next few years. Join our Adviser team and enjoy the support of our experienced in-house back-office teams, whilst continuing to service your existing clients for as long as you want to continue working. When you are ready to retire your client’s will already know Four Oaks Financial Services and you will be confident that your colleagues will continue to provide help and advice and their investments will be in safe hands.
We will support you with Administration, Paraplanning, Compliance, Marketing and Appointment Making.
To arrange a no obligation conversation please contact Martin Ward, Managing Director via email email@example.com.