Sam Harley has joined our in-house team of Paraplanners in the role of Paraplanning Support. This important role provides help and support to the Paraplanners and indirectly to our team of Financial Advisers who provide local financial advice in the Sutton Coldfield, Lichfield and Tamworth area.
As Paraplanning Support Sam prepares review packs for our clients, obtains up to date valuations from providers of financial products, he works with our Client Support team on mortgage submissions and he assists our Senior Paraplanners by generating the analysis they need to create reports that ensure everything we do is fully compliant with financial services rules and regulations.
Previously Sam worked in HR in industry but with a degree in economics from Nottingham Trent University he believes he is now playing to his strengths and is looking forward to a career in financial services.
In his spare time Sam is a member of a band playing British indie rock and enjoys going to festivals and concerts.
Sam says “It’s a very good environment at Four Oaks. The people have been very welcoming. I’ve had great support and I am studying for my qualification in Financial Protection.”
A very warm welcome to the team Sam!