Our Paraplanning, Client Liaison and Client Support teams make a huge contribution to the excellent client experience we provide. They perform a vital role in supporting our Financial Advisers who give local financial advice in the Tamworth, Lichfield and Sutton Coldfield areas. Our support teams not only provide information and admin services before an Adviser meets a client, they also make sure the Adviser is able to give appropriately researched advice and, once a client has made a decision on where and how to invest, they make this happen by doing all the processing work.
We are investing in a programme of personal development skills training, which has already started and is being delivered by respected coach and trainer John Stylianou of Actual People Development. The training is encompassing communication skills, telephone techniques and skills, planning and time management and preparing for performance reviews.
The training will be delivered in workshops that will dovetail with the training and management development skills that John is working on with our senior managers Kimberley Malin, Head of Client Support who is the leader of the Client Liaison and Client Support Teams and John Smith who is Head of Paraplanning.
Four Oaks Practice Manager, Lynsey Mason said “The training and development of our whole team is very important to us as we want to maintain and improve our high standards of client care through continuous improvement. We are putting in place Personal Development Plans for every individual and this training for our Client Support, Client Liaison and Paraplanning teams is part of this learning. We have a happy environment and a real team atmosphere here at Four Oaks and this investment will help ensure this continues as we grow.”
Find out more about Actual People Development.
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