We are delighted to announce that Kevin Holder has been promoted to the position of Junior Paraplanner. Kevin joined Four Oaks Financial Services in January 2016 in a support role for our in-house Paraplanning team who are based at our offices in Shenstone Wood End which is close to Sutton Coldfield, Lichfield and Tamworth.
Kevin has proved himself to be a versatile member of the team often helping his colleagues in our admin team in addition to his own duties owing to his excellent understanding of our X-Plan system. Kevin’s new role of Junior Paraplanner will involve processing mortgage submissions, generating suitability reports, auto enrolment and researching personal protection quotations in support of our team of Financial Advisers who provide local financial advice to our clients throughout the area.
Kevin will begin studying for his Level 4 Diploma in Financial Advice in July with a view to passing his exam within 3 to 4 months. Kevin says he likes for working at Four Oaks because everyone is like a family and easy to talk to and he finds it very enjoyable to come to work.
Outside of work Kevin enjoys spending time with his two young children and supporting Liverpool FC, a team he has followed since he was a youngster himself.