Who are eParaplan Connect?
An office based, outsourced team of administrators, paraplanners and customer services professionals, providing a comprehensive and innovative fixed fee support for all advisers, whether wealth, mortgage, directly authorised, in a network or a national firm, through a seamless and integrated client servicing support.
We are providers of a complete administrative & paraplanning servicing support for Financial & Mortgage Advisers
We increase advisers efficiencies to improve effectiveness as well as facilitating more freedom – all whilst supporting the firm to develop and grow.
Our range of subscription plans and fixed fee services provide a complete client servicing support solution.
Efficiency is doing things the right way....
...Effectiveness is doing the right things.
Our main goal is to be a nationally trusted provider of a range of services including a fully integrated outsourced service, encompassing all and any needs of a busy financial adviser firm. We want to ensure that every financial adviser across the country is able to deliver good, compliant advice and lifelong financial services to their clients, by having a sound back office solution that meets every need they may encounter, in both working ‘in’ and working ‘on’ their business.
We pride ourselves on our efficiency but also being effective for our advisers. For us, efficiency is the ability to accomplish something in the least time and money and being effective is the degree to which something is successful in producing a desired result or success.
About the business
eParaplan Connect was created in 2005 by Michelle Wilson-Stimson, an award winning ex financial adviser and stockbroker. eParaplan Connect quickly established itself as a trusted and reliable provider of administrative and paraplanning support for Financial Advisers across the country.
eParaplan Connect operates from a beautiful barn conversion, comprising of 2 office spaces with a large meeting room that both the team and the adviser clients use for meetings. eParaplan Connect has taken on a range of experienced team members over the years, who all contribute to the service it prides itself on today.
“We want our advisers to feel comfortable to rely on us to manage and nurture their clients regular servicing needs.
To trust us to complete all operational and technical tasks using the eParaplan ‘best practice’ process, whilst providing value by finding opportunities for growth within their existing customers and delivering best business practice standards and efficiencies”
Managing Director & Founder