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.
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.
Client & Team Management
Adviser Support Team
Other Business Roles
Interested in joining the team..?
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