“We’re gonna need a bigger boat…”

If you have somewhat of a beady eye, you may have noticed an increase in the number of wonderful faces populating our team page… as the saying goes, “we’re gonna need a bigger boat”. Well, a bigger office, but that doesn’t sound quite as good does it?

With an office move to bigger premises imminent (more on that in the coming weeks), it’s important that we invest in our team to keep providing the top-class service that we’re so immensely proud of. We’ve added to our growing brood and along with the new people, comes brand new skill sets and strengths, which of course, enriches the rest of the team.

We’ve taken time to look at the needs for each department, not just paraplanners, and what the business needs overall in order to scale and further service our clients demands.

Technical Research

We’ve expanded our Technical Research hub, so there’s more friendly voices at the end of the phone, ready to talk to providers on client’s behalf. Joining the Technical Research hub, we have Ellen, (who is an absolute whizz on Excel!) and Laura, who has 12 years of experience in financial services, bringing along with her a wealth of knowledge.

As the paraplanners are ever more in demand, it’s vital that we keep up with the research side of things too. Our Technical Researchers work in harmony with our Paraplanners – much like salt and vinegar, they bring out the best in each other! We’ve already noticed a huge difference with having the girls on board!


The Grad Scheme is as popular as ever with the applications continuously flooding in. It’s heart-warming to see that paraplanning is fast becoming the recognised career choice we work so tirelessly to promote.

From the last assessment day of 2018, we took on two new budding Graduate Paraplanners, ready to soak themselves in the Para-Sols knowledge – Michael and Andrew joined us around 6 months ago now. Rolling up their sleeves and immersing themselves with Technical Researchers during the first half of their probation, they gained a solid foundation of the profession and are now readying themselves to embark on their Level 4.

Only a couple of weeks ago, we again held our grad assessment day (the first of 2019 – how time flies!), and so, just this week, we have welcomed three more newbies – Luke, Ellie and Johnathan – who are raring to follow in the footsteps of their new colleagues.

We’ve also welcomed Junior Paraplanner Francis to the team in recent months. Francis is no stranger to the profession and joins us having worked as a paraplanner within an IFA the last few years. He’s fast picked up the ‘Para-Sols Way’!

And last but not least…

Not only have we added to the obvious aspects of the business, but we’ve also welcomed a couple of additional operational support roles to keep the growing team in order and working at the top of our game. Tiffany is our Office Manager and tasked with keeping us all organised (and finding us new office space!) so be sure to say hi next time you call, she’s likely to be the one to answer.

And also, Naomi joined us as Marketing & Events Manager and is responsible for, well, exactly that – marketing, events, and ultimately, all things communications!

It’s amazing to see the team filling up with so many like-minded people who are passionate about changing the face of financial services!

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