A couple of months ago we introduced you to Neil, who has joined the team as the personal assistant to the BlueSKY directors.
As we continue to develop and enhance the service we offer to all our clients, we have also recently welcomed another new team member. Nicola has joined BlueSKY as our head of paraplanning, so read on to find out more about Nicola and how she’ll provide vital support to the team.
Meet Nicola, our new head of paraplanning
At BlueSKY, our Chartered financial planners are supported by five “technical experts” (we call them paraplanners).
Our paraplanners help us to:
- Prepare client reports
- Produce valuations
- Create cashflow models.
They provide valuable analysis and input into the creation of every financial plan and, as such, help us to ensure the advice we provide is always appropriate.
Nicola has joined BlueSKY to manage our growing team of paraplanners. Her role will be to manage the workload of the team, to support their individual development, and to oversee the vital work our technical team do. She will report to the directors.
We asked Nicola to tell us a little bit more about herself, and her background.
“I have worked in financial services for more than 20 years, starting at Prudential and from there working in a paraplanning role for a variety of financial advisers based in the Thames Valley. This included heading up a team of 12 paraplanners for one company that I worked for.
“At BlueSKY, I’ll be managing the team of paraplanners to enable BlueSKY to continue to provide exceptional customer service, and to ensure standards are maintained.
“I’m looking forward to working with a great team of people and making a real contribution to the wider business. I want to help the members of the paraplanning team reach their potential and support their ongoing development and study – as well as coming up with ideas to help the team perform even better!
“Outside of work I like spending time with friends and family, cooking, and reading. I do quite like a barbie in the summer! I cook generally everything except Thai – I’m not a fan of lemongrass and Thai basil.
“I also enjoy reading. Most of the books I read are nerdy non-fiction – historical or behavioural economics, or cookbooks.”
We’re delighted that Nicola has joined the team, and are looking forward to reaping the benefits of her wide experience.
Get in touch
If you’re looking to take control of your finances and create a plan that will let you live the life you want now and in the future, we can help. Email firstname.lastname@example.org or call us on 01189 876655 to find out how.