Careers

We Are Seeking A Financial Adviser

Four Oaks Financial Services Limited is an Intrinsic key account company. We are seeking to recruit a Financial Adviser to work as part of a friendly and stable team. We are based in prestigious offices in Shenstone Wood End, near Lichfield. However, our systems and processes allow us to recruit advisers who wish to work from home anywhere in the UK.

This role will suit an experienced Financial Adviser, qualified to Level 4 Diploma status, eager to deliver a quality financial planning service to their client bank.

Whilst you will be working on a self-employed basis, we offer full paraplanning, file checking, compliance, client liaison and administrative support. We also provide marketing support, appointment making and will help you continue to build a high-quality client bank.

Our support functions are in-house and we will also ensure that our Advisers are fully compliant with MIFID2 legislation.

A highly competitive self-employed package will be offered to the successful candidate.

We also have a solution should the successful candidate be an Adviser looking for an exit strategy in the next few years.

Please contact Simon Trevelyan, Business Development Manager via email simon@fouroaksfs.com or give Simon a call on 0121 323 2070 for an informal discussion.

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 lynsey@fouroaksfs.com.