The team

The team at Eparaplan are fundamental to 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 are all working towards certification of the International Paraplanning Standard as set by  Standards International. 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 last 2 years as we continue to develop specialist areas of support including but not limited to; financial administration and paraplanning, Human Resources, Design and financial reporting.

Michelle

Michelle
Managing Director

  • Michelle leads us from the front with a wealth of experience. As an ex financial adviser & stockbroker now company director and entrepreneur – she has great understanding from an advisers aspect.
  • A Laissez Faire and Transformational leader of her team.
  • A pro photographer and keen skier, she loves to sit by an open fire in the Alps with a tea in hand!
  • Hear Michelle’s business tips here.
shaunie

Shaunagh
Operations Director

  • Shaunagh runs the operations of the business from setting new client processes, writing process manuals and compliant templates to overseeing all activities across the whole team.
  • CII Level 4 Diploma in Regulated Financial Planning.
  • Loves Kings of Leon, interior design and a good coconut latte.
nicki

Nicki
HR Director

  • Nicki is our HR Director working with the support of Kate and Gemma as external HR Consultants, supporting and advising Eparaplan with HR, Recruitment and Training needs
  • Nicki has actively worked in HR for over 10 years, believing her strong commercial, operational and teaching background enables her to provide high quality HR service
  • Nicki is CIPD Level 7 qualified 
  • Loves drinking gin, reading and eating pizza.
Spencer

Spencer
Operations Manager

  • Spencer utilises his previous 15 years in financial services to manage the paraplanning workflow, staff performance and client relationships
  • Spencer joined us in 2018 after running an area of mortgage advisers for a large well know Estate Agency.
  • Loves his road bike more than his wife? Sorry, his wife more than his road bike!
Kellie

Kellie
Admin Manager

  • Kellie manages the administration team and workflow, embeds new clients and manages client relationships.
  • Also known internally as Queen of resolving poor administration complaints on behalf of advisers with providers!
  • Loves walking adventures with the kids and bottomless brunch.
linda

Linda
Office & Finance Administrator

  • Linda is responsible for our office management & internal accounting, including sending invoices and weekly statements to our clients.
  • Linda comes from a background in banking, accounting and organisation.
  • Loves spending time with family and walking her dog, Oscar.

Peter
Technical Analyst

  • After previously studying Law, Peter decided to take a career change and self studied the CII Level 4 Diploma in Regulated Financial Planning. He is now working towards chartered status.
  • Technical Analyst undertaking all ‘paraplanning’ duties.
  • CII Level 4 Diploma in Regulated Financial Planning.

Ryan
Technical Analyst

  • Technical Analyst undertaking all ‘paraplanning’ duties.
  • Ryan currently holds the CII Level 4 Diploma in Regulated Financial Planning and is working towards chartered status.
willdon warm

Will
Income Reconciliation & Servicing

  • Will is responsible for income reconciliation across our clients whilst also supporting the admin and paraplanning team.
  • Currently working towards his CII Level 4 Diploma in Regulated Financial Planning.
  • Loves music, playing pool and the study of Botany
Andrew

Andrew
Technical Researcher

  • Andrew is responsible for a range of technical administration and also report writing tasks.
  • Currently working towards his CII Level 4 Diploma in Regulated Financial Planning holding RO1 and RO2.
  • An American Football coach and player. Completes a Rubiks cube in seconds! (47 second average solve time).
alex new

Alex
Technical Administrator

  • Alex is a key administrator for Eparaplan, responsible for completing LOAs, client meeting packs and new business processing.
  • Currently studying the CII Financial Planning qualification, having just passed his RO1 exam
riva

Riva
Technical Administrator

  • Riva is a key administrator for Eparaplan, responsible for supporting compliance file checking and the completion of other technical administration tasks.
  • Loves baking cakes and reading.

Scarlett
Technical Administrator

  • Scarlett is one of our Technical Administrators. She is responsible for completing meeting packs and new business processing.
  • Having a background in Law provides a great extension of the Eparaplan team skillset.

Lauren
Design & Marketing Coordinator

  • Lauren’s is responsible for our branding and marketing material.
  • Lauren also completes external client branding, and design for marketing material or campaigns, from birthday cards to full marketing gantt cycles.
  • Loves spending time with her daughter and family.
Kate new

Kate
HR Advisor

  • Kate works alongside Nicki and Gemma as HR Consultant supporting Eparaplan with all their HR, Recruitment and Training needs
  • Kate is our HR advisor with a wealth of experience in HR, providing support to the HR Director with ensuring policies and documents are compliant
  • Kate is CIPD Level 5 qualified, plus BA Hons in Psychology
  • Loves going to live comedy and music gigs

Gemma
HR Advisor

  • Gemma is our HR and Recruitment advisor with 6 years’ Experience, with a wealth of knowledge and experience in recruitment management and HR support, providing HR support to the HR Director, maintaining internal policies. Gemma has a background in financial services and enjoys meeting new people and giving new opportunities for people to shine.
  • Gemma is CIPD Level 5 qualified.
  • Loves Michelin Star dining, Beauty and cheering on Manchester City!
eParaplan Amy

Julie
Paraplanner

  • Julie has over 15 years’ experience in Financial Services and is one of our brilliant Technical Analysts!
  • Julie’s responsibilities include research, preparing client recommendation reports as well as all other paraplanning duties – phew-busy!
  • When Julie isn’t managing all of the above, her favourite way to spend time is with her children and family trips away.
eParaplan Rachael

Amanda
Technical Assistant

  • Amanda is one of our fab Technical Assistants, working alongside the Tech Admins at Eparaplan.
  • Amanda’s daily grind includes completing LOAs, chasing providers, booking advisers and scheduling meetings.
  • Amanda is also taking a Masters Degree in Digital Marketing – and if thats still not enough – she runs too! 

Charlie
Social Media Co-ordinator

  • Charlie is our Social Media Queen.
  • Born and bred in England’s smallest county with a passion for creativity and design.
  • Charlie is a “self confessed coffee and Instagram addict, mental health advocate, quote lover, full-time creative, work-a-holic, wearer of positive pants and Pug Mum of two”.
eParaplan Emily

Alexandra
Technical Assistant

  • Alexandra will be joining us shortly! we can’t wait to introduce her!

Interested in joining the team..?