Servicing Adviser

Four Oaks Financial Services Limited is seeking to recruit a Servicing Adviser to work as part of a team in conjunction with an established and successful financial adviser based in the Company’s prestigious offices in Shenstone Wood End, near Lichfield.

The successful candidate will benefit from working alongside a highly experienced Lead Consultant and the role will include helping the Lead Consultant work with Professional Connections in taking on high value new clients and delivering an ongoing quality financial planning service incorporating cash-flow planning. They will also get development support from Four Oaks’ Managing Director and Business Development Manager. Full para-planning and administration support will also be provided.

This role will suit either an experienced adviser or a newly-qualified adviser who is keen to learn from experienced advisers, eager to deliver a quality financial planning service to a client bank they will be supported in building. Whilst working on a self-employed basis there is considerable surety for the successful candidate around the drawings they will be able to earn as they share in the revenues they generate and service with the Lead Consultant. The successful candidate will be fully qualified to Level 4 Diploma status, and will be willing to consider further ongoing learning towards Chartered Status.  The candidate must also be able to demonstrate drive and commitment to help our clients with professional financial advice.

Year 1 OTE £30,000 - £45,000, rising to between £65,000 - £80,000 after 3 years

For more information please send your CV and contact details to Lynsey Mason, Practice Manager via email to