RYAN HENDRIE

Ryan Hendrie is a Senior Paraplanner at Oakview Financial, where he plays a key role in supporting the delivery of high-quality financial advice.

In his role, Ryan is responsible for managing advice templates and documentation, producing detailed advice documents, and conducting research on financial strategies to support advisers and clients. He is also involved in training and mentoring other paraplanners and works closely with senior management to develop and improve paraplanning processes within the business.

Ryan has over eight years of experience in the finance industry. He began his career in a CRM role before progressing into paraplanning and case management, where he specialised in complex strategies. Through this progression, he developed strong technical expertise and process knowledge, leading to his current position as Senior Paraplanner from here he implemented an entirely new research tools for the advice team.

He holds his RG146 certification, providing the regulatory and technical foundation required for delivering compliant financial advice support.

Outside of work, Ryan enjoys playing chess whenever he can and has even managed to introduce a few of his coworkers to the game.