Client Manager Alana Quinn wins ‘New Paraplanner of the Year’ Award

Alana receiving her award from Paramenion's Patrick Ingram

On June 13th, after Alana was shortlisted, client managers Alana Quinn and Ceara McGrory travelled to the Professional Paraplanner Awards in London. We were then extremely delighted to find out several hours later that Alana had been awarded ‘New Paraplanner of the Year’!

Being the superstar that she is, Alana also made it to the front cover of this month’s Professional Paraplanner magazine, whilst being featured in a headline article.


Front Cover of Professional Paraplanner July/August 2019 edition

“Alana Quinn of Glasgow-based Murphy Wealth is not afraid to put forward ideas to deliver better service for clients and help build the business. She also doesn’t shy away from taking responsibility for implementing those ideas. It’s one of the reasons she scooped the New Paraplanner of the Year accolade at this year’s Professional Paraplanner Awards.

She is helped by the fact that the firm encourages its staff to use their initiative and to take responsibility for putting their ideas into action. This has lead Alana and fellow paraplanners Ciaran Stark and Ceara McGrory, to become deeply involved in key projects for the firm.

[…]The paraplanners are termed client managers. The reason for this, Alana explains, is that the paraplanner role sits squarely within the firm’s client relationship building process.

[…]As the client manager I’m actively involved in every case from start to finish and attend all the client meetings with the adviser. I will prepare the documents, produce the cashflow models and I will also take notes within the meeting, so the adviser can focus his attention on the client.

To help with discussions of client cases, the firm has installed white boards in the office. “If, for example, we are dealing with a complex case, such as tax planning where there are trusts and business relief involved,
we’ll put all the facts up on a white board so we can go through everything and find the right solution for the client.

“I really enjoy what I do. Every day is different because it is such a varied role. What’s best about the job, for me, is the client interaction and knowing you’ve empowered people to make life-changing decisions. It’s really rewarding when the client is able to go and live the life they have been speaking about in meetings, and when they send photos of themselves doing what they dreamed of doing, to show they appreciate the work that you’ve done for them. “I think if more people could see what paraplanning can do for people, a lot more people would want to be paraplanners.”

Alana also discusses how becoming a client manager has ‘helped her confidence’ and personal development. She talks about our graduate programme, client experience project and the innovative Simply Wealth app.

Being a key driver of Murphy Wealth’s Graduate Programme with Ciaran and Ceara, we have since welcomed our first official graduate, Sophie onboard.

The full article can be read here.

Huge congratulations to Alana for being recognised in the work that drives the wheels in our business! And a big shout out to our team that continuously deliver award-winning standards of service to our clients!

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