Senior Investment Adviser (IFA)

Employed up to £75K + 30 days hols + benefits

Permanent role in our office in Sutton Coldfield.

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.

Client retention is the primary objective of this role and as we encourage the majority of clients to visit us, most of your time will be spent in our Sutton Coldfield office.

If you are truly motivated by providing an exceptional level of service to clients and building strong trusting relationships then we look forward to hearing from you. Download the full Job Description and take a closer look.

If you like what you see please click the button below to apply and upload your CV. If you would prefer a confidential chat with the Managing Director first, then please contact Helen Blackburn on 0121-355-4455.

Helen Blackburn talks about careers with Oaklands Wealth Management

Why work with Oaklands Wealth?

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 regional company based in Sutton Coldfield and 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.

They allow us to rise above the day-to-day work to see what’s needed to keep you interested and our clients well served.

Download the full Job Description and if you like what you see apply now attaching your current CV.

The Role


What you will need to do:

  1. Advise our existing clients and review their portfolios on a six monthly or quarterly basis.
  2. Close leads generated by our marketing campaigns
  3. Contribute to our on-going programme of young adviser mentoring.
  4. Continuously seek ways to improve our client service.
  5. Run seminars for professionals alongside Helen and attend appropriate networking events.

The Benefits


*Salary up to £75,000 depending on experience

*30 days holiday per annum + public holidays

*Pension contribution of 5% after 3 months

*Car Parking paid

About You


You must have an appropriate Level 4 Financial Adviser qualification. You must be prepared to study for advanced qualifications to meet specific requirements of our business, such as pension transfers.

An excellent standard of written and spoken English and be highly numerate.

At least 10 years relevant experience within an independent financial advice office, directly looking after clients and being responsible for their pension and investment portfolios.

The Oaklands Culture


You’ll fit in a dream if you have bags of initiative and can work flexibly as part of our team. While, there’s much laughter in the office we are serious about 2 things – consistent process and first class client service.

Something you’ll not hear around here is “that’s not my job”. Everybody’s job is to do whatever it takes to keep our clients happy and content and our business thriving.

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

Interested in our Senior Investment Adviser position? Then download the full Job Description and Apply Now below