Financial Planning firm recruits 3 new Paraplanners
Financial Planning firm Pareto has expanded its team with the appointment of three new Paraplanners.
The firm has hired Caroline Singh-Bhaker, Chris Swaby and Lucas Jones.
Ms Singh-Bhaker and Mr Jones each have more than 20 years’ experience in the financial services industry.
Mr Swaby has 10 years’ experience, working with a client base made up of sports professionals.
Manchester-based Pareto says this is a growing area of its business.
Meanwhile, Laura Taylor and Derek Ward have been promoted to team leader roles as part of what the firm called its “commitment to developing its own talent”.
Pareto advises individual and corporate clients across the north west and beyond on all aspects of Financial Planning, including pensions, investments, protection and employee benefits.
The firm recently moved to bigger headquarters at Tower 12 in Manchester’s Spinningfields business district to accommodate the growth of its team, which now stands at 53, including seven Paraplanners.
Operations manager, Nicky Aspray, said: “We are delighted that Caroline, Chris and Lucas have joined us at this exciting time for the business.
“They bring with them a wealth of Paraplanning experience.
“We have a strong training culture and it’s great to see Laura and Derek take the next steps in their careers at Pareto.”
Meanwhile, school leaver Phoebe Locke has joined Pareto as a junior administrator and will be joining the firm’s in-house training programme.