Helen Blackburn talks about careers with Oaklands Wealth Management


Looking for a move? Maybe you are under-appreciated by your current employer, your talents aren’t fully used or things have changed and the new regime isn’t to your liking?

Whatever your reason, we are a growing company always on the lookout for the right people. We offer competitive salaries, pension, free parking and sponsorship for appropriate qualifications. And the coffee’s pretty decent too…

We take the development of our team very seriously. If you join us you’ll have regular reviews all through your career with us.

The focus is on you. That’s why we call them Personal Development Reviews (PDRs) to check in with you on your progress, aspirations and any frustrations.

You’ll need to work to the highest standards and have the desire to truly serve others.

Steve Jobs, Apple man, once said he only wanted to hire ‘A Players’. We agree. If you consider yourself among them, whatever stage you are in your career, then take a look at the roles we have on offer below by downloading the full job description.

If you like what you see, please apply by uploading your CV and covering email to me at helen@oaklandswealth.com or if you prefer a confidential chat first then ask for me on 0121 – 355 – 4455. I look forward to hearing from you.

Kind regards

Helen Blackburn

Available Jobs

Senior Investment Paraplanner
To £45K + 30 days Hols + 8% Pension
Flexi Office Hours, 5x Life Cover, Free Parking

The focus of the role is preparing complex suitability reports and delivering technical support on pensions, investments and DB transfers to the client services team and our clients. Qualified to Level 4 Diploma level you’ll need significant experience in preparing investment and pension recommendations for high net-worth clients.

Senior Investment Adviser (IFA)
Employed position to £75K + up to £10K bonus + 31 days hols + 8% Pension
Flexi Office Hours, 5x Life Cover, Free Parking.

This is a long-term career opportunity for a qualified and highly experienced Financial Adviser who enjoys the client contact side of things. While you need to be able to close new leads, you do not need to generate new business yourself or bring any clients of your own.

Employee Testimonial

Upon joining Oaklands it was immediately clear they practice what they preach – a clear culture of the client being the focus of everything. It was refreshing to join an organisation that turned out exactly how you thought it would.

As an employee, no matter the position you fill, your opinion is always valued and listened to. We have regular team meetings where staff can air any positive or negative feedback!

On a day-to-day basis, the atmosphere in the office is great. Fun and humour is encouraged, as we all put in extra effort when required.

There is a strong focus on training and education. Both of which are supplied where it is agreed to be beneficial to the company and team member.

If you are looking for somewhere where you are valued and treated fairly, Oaklands is the place for you.

All that is asked in exchange is that you work diligently.

Mark Jeavons
Investment Adviser

Joined 2015

Employee Testimonial

Having worked at Oaklands for 13 years, I have seen the company grow and expand in both personnel and office spaces. It has been great to watch it evolve from the beginning.

From the start, Oaklands has been a professional and forward thinking company. Our systems and processes are constantly being reviewed.

We are encouraged to streamline the way we work to make sure we work as efficiently as possible.

This helps us to provide the best service we can for our clients. The work is fast paced which means there is never time to get bored.

Clients and visitors often compliment our office. As well as the attractive & spacious layout of the building, we have an endless supply of tea, coffee and biscuits to fuel our day.

The thing that stands out from previous employment is the flexibility that the Directors have entrusted me with.

Bridie Hood
Executive Assistant

Joined 2005