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Oaklands Details

0121 355 4455
info@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ

Oaklands Wealth Management Ltd

CAREERS AT OAKLANDS WEALTH MANAGEMENT

CAREERS AT OAKLANDS WEALTH MANAGEMENT

Here at Oaklands Wealth we’re on a growth curve. And we value conscientious, flexible people who are keen to serve clients to the highest standards.

We offer excellent salaries and pension contributions, free parking and death-in-service cover. We’ll also cover the fees for relevant professional qualifications. Our team creates an atmosphere where everyone can develop, suggest improvements and enjoy their work.

Every member of our team has quarterly Personal Development Reviews to check progress, aspirations and training needs. Roles currently on offer feature below. If you wish to apply please upload your CV and covering letter to Bridie Hood, our Business Operations Manager. Or if you fancy a confidential chat first, then please contact her on 0121 355 4455 or bridie@oaklandswealth.com

Remember, every great journey begins with a single step. Please do get in touch.

Helen Blackburn BA(Hons) DipFA MLIBF AwPT

HELEN BLACKBURN TALKS ABOUT CAREERS WITH OAKLANDS WEALTH MANAGEMENT

Available jobs

Client Services Administrator

Salary Range: £25,000 – £30,000

Benefits:

  • 30 days holiday + public holidays
  • 8% pension after 3 months service
  • Flexi office hours
  • 5 x death in service cover
  • Free parking

The Role:

This is a great opportunity to join a firm of Independent Financial Advisors in Sutton Coldfield that can offer excellent career progression and career prospects. This role would suit somebody already experienced as a Client Services Administrator, looking for a fresh new challenge.

You will be working in a small team carrying out pensions and investment administration for clients. The focus will be on preparing client investment review documents, chasing information for client requests, performing monthly investment fund analysis and building cashflows & updating assumptions on Voyant.

In return you will benefit from flexible office hours, a generous salary, and an incentive package.

Investment Advisor / Senior Investment Advisor (IFA – Employed)

Salary range: £50,000 – £75,000 per annum

+ 8% pension contribution, 30 days holiday

The Role

Come join an established firm of Independent Financial Advisors in Sutton Coldfield without the need to bring clients or generate your own leads. Client retention will be your primary objective, reviewing the pension and investment portfolios of clients twice a year using our active portfolio management approach and cashflow planning software.

This role would suit an experienced Financial Advisor who has a talent for building trusting client relationships with high-net-worth clients. And as this is an office-based position, you’ll need to work well with others within a supportive atmosphere.

Whilst you need to be able to close potential client leads generated by us, we look for a good fit between our service and prospects as a guiding principle.

This is a fabulous opportunity for someone who loves contact with clients, building a strong rapport with them by offering pensions and savings advice they can trust.

APPLY NOW

Simply complete the form below and upload your CV & covering letter to Bridie Hood, Business Operations Manager. If you need help please contact her on 0121 355 4455 or bridie@oaklandswealth.com






    EMPLOYEE TESTIMONIAL

    “Having worked at Oaklands since 2005, 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

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