Helen Blackburn talks about careers with Oaklands Wealth Management


The New Year is always a good time to question where you are in your career. Perhaps you feel you are stagnating, your talents aren’t being fully used or things have changed with your current firm 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, life cover 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.

Below are the roles we have on offer right now. Two things are essential – it’s in your DNA to always do your best and to have the desire to truly serve our clients.

If you like what you see, please apply by uploading your CV and covering email to Bridie, our Business Operations Manager, at bridie@oaklandswealth.com  or if you prefer a confidential chat first, then ask to speak to Bridie on 0121 – 355 – 4455. We look forward to hearing from you.

Kind regards

Helen Blackburn

Available Jobs

Client Services Administrator
To £25K + 30 days Hols + 8% Pension
Flexi Office Hours, 5 x Death in Service Cover, Free Parking

Do you enjoy working with numbers, have a high attention to detail, and some experience in a financial services or accounts office? This role focuses on preparing investment review documents and supporting our team to deliver excellent client service. In return, we’ll develop your skills and sponsor your study for FPC exams.

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. If you are qualified and keen to embark on a new role with a growing company, download our job description now.

Employee Testimonial

Having worked at Oaklands for 14 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
Business Operations Manager

Joined 2005