Pareto Financial Planning has hired five recruits, including an operations manager to meet an upsurge in client demand.
The Manchester-based financial services company, which specialises in providing independent advice and hands-on assistance to owner-managed businesses and high net worth private clients, has also launched a new servicing department to widen its offering and support growth.
Nicky Aspray joins Pareto FP as operations manager, bringing a wealth of experience with her, having previously worked in the industry for close to two decades. While Martyn Scobbie, who also boasts 20 years’ experience in finance roles – is now finance controller.
Chartered financial planner Marcus Pilkington has been named as the latest recruit on the advisory team. Marcus will be working closely with a new client win, a leading North West based accountancy practice – one of a wide network of professional firms Pareto FP has introducer agreements with.
The award-winning firm is expecting to add to its team of advisers over the next 12 months, and is currently recruiting both trainee and senior independent financial advisers to fill vacancies in recently won introducer firms.
New adviser support team member Andrew O’Nions, who started his career at Halifax, has his sights set on becoming diploma qualified at Pareto FP and ultimately working within the growing paraplanning team – which has also seen the arrival of paraplanner Richard Duncan.
Pareto FP managing director John Stevenson, who co-founded the company alongside George Chantry, has appointed Joanne Walsh as his PA.
John said: “As the business continues to grow, we remain fully committed to maintaining strong and lasting relationships with our existing clients.
“We now employ 36 members of staff and believe these recent hires are talented individuals that will only enhance our offer.
“Nicky Aspray for instance, has a wealth of experience in financial services and is a fantastic addition. She will be instrumental in the continued development of our adviser support team, and play a significant role in our future growth.
“On top of that, our new servicing department will ensure we continue to uphold our outstanding levels of client support.”
Pareto FP’s total funds under influence is currently more than £500 million, with the company’s end of year financial results due to be revealed soon.
New operations manager Nicky Aspray said: “When Pareto FP approached me to join as operations manager, there really was only one answer I could give. Having worked with John and George and several other members of the team before, I knew what a great company I would be joining and I am therefore glad to be back in familiar territory and in financial services once again.”
Earlier this year Pareto FP announced its sponsorship of England and Lancashire cricket star Haseeb Hameed.
The Manchester company is Bolton-born Haseeb’s exclusive ‘back-of-the-bat’ sponsor, meaning the firm’s logo features on the back of the cricketer’s bat.