It is with great pleasure that we recognise Mark Banks’ 5th anniversary of working at Four Oaks Financial Services. Mark is a delight to work with and a very valuable member of our Paraplanning team.
Mark joined us in a junior administrative role five years ago which involved a lot of scanning of documents! Mark had the opportunity to move to our Paraplanning team, an opportunity that he seized. He began in his own words as “as a very junior Paraplanner” preparing quotes for income protection and critical illness protection.
Owing to his hard work and dedication he was promoted to full Paraplanner status and is just one exam off obtaining his full Diploma in Financial Advice. This will mean he will be qualified to be a Financial Adviser if he so wishes. However, at the moment Mark is enjoying being a Paraplanner.
Because of the training he has received whilst at Four Oaks Financial Services Mark is able to carry out the full range of Paraplanner duties such as research, suitability reports and liaising with our team of Financial Advisers who provide local financial advice in the Sutton Coldfield and wider area. On a daily basis Mark is working on Protection, Investments and Pensions for our clients.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
When asked what he would like as a gift in recognition of his 5 years’ service, Mark opted for a contribution towards “baby stuff” as he will be a new dad in September.
Congratulations on five years’ service Mark and thank you for the contribution you make at Four Oaks Financial Services.