Whenever clients share their feedback with us, they identify our expertise and our exceptional level of service as two of the main reasons they enjoy working with BlueSKY.
Over the last six months, we are pleased to say that we have managed to maintain our service standards despite the challenges that we have faced; not least working from home for most of this period!
Our clients appreciate the high standards of advice and care that we provide. And, that service doesn’t just come from our financial planners, but also from our administration and paraplanning team.
Many of you will have spoken to the wider BlueSKY team over the years and so you’ll know just how talented a bunch they are. Ensuring that we have skilled and qualified people throughout the business underpins our proposition, so we’re delighted to welcome a brand-new member to the BlueSKY team.
Meet Nick, our new paraplanner
To further improve the service we provide, we’re delighted to welcome Nick Harper to our paraplanning team.
Our paraplanners create, prepare, and implement our clients’ financial plans and advice as well as providing invaluable technical support in areas such as tax, legislation, and products.
Nick has worked in the finance industry for more than five years. He began as an administrator, before moving into client servicing and paraplanning. Nick holds the Diploma in Regulated Financial Planning (Dip PFS) and brings a wealth of knowledge and client service to the team.
Despite his career choice, Nick didn’t set out to be a paraplanner! He takes up the story: “I studied archaeology at university and continued to do a Masters in the Ancient Near East. I enjoy my history and love exploring historic sites in my spare time.”
Nick’s main responsibilities will include:
- Carrying out financial research
- Gathering client information and ensuring this is accurate and regularly updated
- Preparing analytical reports
- Supporting our financial planners.
When not helping BlueSKY clients or indulging his passion for the past, Nick spends his time keeping an eye on his football team (Chelsea), travelling, socialising, and playing board games with friends and family.
How our team ensure you receive a great service
While our clients primarily deal with one of our financial planners, the wider BlueSKY team are the beating heart of our business. Together, our administrators and paraplanners ensure that everything runs smoothly, from collating information to creating reports. They provide vital support to both our clients and financial planners.
Nick and our team of paraplanners play an important role. The support they provide ensures our planners have the time to spend with clients and are able to provide the high level of personal attention our clients tell us they appreciate.
We’re sure you’ll join us in welcoming Nick to the team, and he looks forward to getting to know our clients over the coming months and years.
Get in touch
As ever, if we can help you with any aspect of your financial planning, please get in touch. Contact us by email at email@example.com or call us on 01189 876655.