John Smith Celebrates 5 Years’ Service

Financial Adviser Sutton Coldfield
John Smith, Head Of Paraplanning

When John joined us in 2015 it was as a qualified Financial Adviser, but his career soon took a different path. John had wanted to move into Paraplanning, that’s research for those unfamiliar with industry jargon, but there had always been a catch.  No-one would give John the chance to be a Paraplanner as he didn’t have experience, and the only way you can get experience is by doing the job.  Thankfully, we are a bit more pragmatic and when a vacancy arose in our in-house Paraplanning team we were delighted to give John the opportunity to switch career.  And, we are very pleased we did!

Showing a superb aptitude for Paraplanning work, John was soon promoted from Junior Paraplanner to Paraplanner and a couple of years later, following a restructure, John became Head Of Paraplanning.

In the past five years our team of Financial Advisers who provide financial advice local to Sutton Coldfield, and who produce the work for our Paraplanning team has increased from 8 to 14 Advisers.  We have not increased the Paraplanning team, but John has overhauled the structure of the team, the systems and processes, and no-one has left which shows what a great manager he is!

We presented John with a certificate and a gift from the company, which he is going to put towards a trip to Barcelona with his family.  John said “I am very grateful of the opportunity, four and a half years ago to move into Paraplanning.  I would not be where I am today, and I love being part of the Four Oaks team.”

John is currently working towards his AF7 qualification in Advanced Pension Transfers and is aiming to complete this by the end of the year.  Well done John!