Your Outsourced Team

We invest in the success of our people and our business

The eParaplan Connect team are fundamental to both your and our ongoing success!

With a vast collection of skills and qualifications, they deliver consistent, great results for our clients. Our team are always developing through CPD, examinations and work to many Standards as set by Standards International, including, The International Paraplanning Standard, The Wellbeing Standard and Financial Abuse certification. Team development is at the forefront of the business goals. 

Read in the press why we chose to adhere to the IPP Standard.

Our team has grown rapidly over the years, as we continue to develop in areas of support including but not limited to; Financial Administration and Paraplanning, Regulatory requirements such as Consumer Duty and Customer Service.

Team and personal development is at the forefront of our business goals. We invest in training and wellbeing for a happy, healthy, efficient business.

Directors

Michelle

CEO & Founder

Shaunagh

Operations Director

Client & Team Management

Kellie

Operations Manager

Adviser Support Team

Alex

Technical Paraplanner

Kathryn

Technical Paraplanner

Alfie

Client Servicing Paraplanner

Emma

Mortgage & Protection Manager

Jodie

Senior Client Servicing Admin

Jessica

Senior Client Servicing Admin

Martina

Senior Client Servicing Admin

Richard

Client Servicing Administrator

Other Business Roles

Linda

Office and Finance Manager

William

Design & Digital Content Creator

Riva

Compliance Support

Want to work for a company out of this world?

Interested in joining the team..?

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