We are delighted to announce that John Smith has been promoted to Head of Paraplanning. In May 2016 John was promoted to the position of Senior Paraplanner. He joined Four Oaks Financial Services in January 2015 as a financial adviser but then switched roles and joined our in-house Paraplanning team as a trainee and quickly showed his aptitude for this work. John has worked in financial services for many years having been a financial adviser for West Bromwich Building Society, HSBC and Lloyds Bank. Owing to his exceptional experience, accuracy and communication skills especially with our financial advisers John has proven himself to be a valuable member of our senior team based at our offices in Shenstone Wood End, near Sutton Coldfield, Lichfield and Tamworth.
“John has been doing a great job managing the day to day running of the Paraplanning department for some time”. Says Martin Ward, MD of Four Oaks Financial Services. “He takes the personal development of everyone in his team very seriously and this promotion recognises John’s dedication and his attitude to getting things right first time. This is something he imparts to the rest of the Paraplanners through having high standards and leading by example.”