Full-Time Paraplanner

We are a rapidly growing practice and as such need an additional Paraplanner to join our in-house paraplanning team. The vacancy is for an experienced paraplanner. For this role experience is essential. The ideal candidate will be familiar with Quilter processes and Xplan, this is desirable but not essential.

This is a full-time role based at our office in Shenstone Wood End. Monday to Friday 9am to 5pm.

Salary is negotiable depending upon experience.

Please send your CV to Martin Ward, Managing Director, Four Oaks Financial Services Limited via email

(No agencies)

Looking For A Career Change?

We have a reputation for outstanding customer service and investing in our people. We are seeking to recruit professionally minded people looking for a career change. There are a variety of options, you could train and qualify to become a Mortgage and Protection Adviser or train to become a fully qualified Financial Adviser and enhance your 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, marketing and training academy.

For more information please send your CV to Simon Trevelyan, Business Development Manager via email or give Simon a call on 0121 323 2070.

We Are Seeking A Financial Adviser

Four Oaks Financial Services Limited is a Quilter key account company. We are seeking to recruit a Financial Adviser to work as part of our 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.

Financial Adviser Testimonial

Financial Adviser Sutton Coldfield
Ian Cleghorn, Chartered Financial Planner

Ian Cleghorn has been a Financial Adviser at Four Oaks Financial Services since 2013. This is what he says:

“I’ve worked in financial services since 1985 and from 2007 to 2013, I worked on my own as a successful IFA. Then, with the changes that started to come in from 2012 I felt that as a bloke on my own I couldn’t continue, owing to the huge increase in additional admin, particularly records keeping, and compliance. 

In 2013 I met Martin Ward, MD of Four Oaks Financial Services and he outlined the Financial Adviser contract, should I join his practice. He persuaded me that I would not be bogged down with admin and that I would have more time to spend with clients, so the fact that I would be making a contribution to the support team, didn’t matter. I could improve my earning ability as my time would be focussed on helping my clients, and I could see more clients.

I would urge any Financial Adviser to consider the bigger picture. Remember that working on your own when you reach your capacity, and there are no more hours in the day, you can’t improve your earnings. You need to strike a balance and you can earn the kind of remuneration you are looking for, with the time you have, working in a practice like this. 

Martin Ward has delivered on everything he said he would. He believes in playing fair, and he does. Due to having more time, I am now one of the highest qualified advisers in the region and I can concentrate on delivering better client outcomes as a consequence. None of this would have been possible had I not become a member of this practice.” 

Ian Cleghorn, Chartered Financial Planner.

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 or give Simon a call on 0121 323 2070 for an informal discussion.