Congratulations to Paraplanner Mark Banks on passing his final professional qualification to earn the Diploma in Financial Advice. Mark joined Four Oaks Financial Services in 2013 and is a fantastic example of how hard work, determination and a career path with our firm pays off. Upon passing his 6th examination he has gone from a junior administrator five years ago to fully qualified. This means that he is now qualified to the same level as our Financial Advisers. For the time-being Mark has no plans to move from Paraplanning, but may switch to becoming an Adviser in the future.
Mark would like to thank Chartered Financial Planner, Ian Cleghorn and John Smith, our Head of Paraplanning for helping him with his studies, although he says that everyone in the team has been very supportive. “I love being part of the Paraplanning Team.” says Mark. “There is always a great atmosphere and I am always learning and gaining experience.”
In his Paraplanning role Mark meets daily to discuss cases with our fully qualified Financial Advisers local to Sutton Coldfield and working across the region. Having recently become a father he is taking a break from exams for a while but is planning to study to become a Chartered Financial Planner in the not too distant future.
Well done Mark, it is very difficult to achieve the Diploma and you’ve done it!