Jimmy Mitchell is one of McCreas Senior Paraplanners, with over 20 years' experience working in financial services, dealing with pensions and investments. His role is to develop the paraplanning team and to support advisers by preparing recommendation reports through detailed analysis and research. Jimmy also assists with technical enquiries.
In 2014 Jimmy was successful in obtaining Chartered Status, after obtaining the Advanced Diploma in Financial Planning, and recently obtained The Investment Management Certificate (IMC).
Life before McCreas
Before starting at McCreas I held several technical positions with Aegon, St. James Place and Hazell Carr. I have over ten years' experience as a paraplanner from my previous roles at Cavanagh Group and Standard Life where I prepared technical reports and carried out research on investments and pensions.
Favourite thing about working for McCreas
I really enjoy that each day can differ from the next depending what needs to be done; it could be carrying out analytical research on investments, dealing with a complex technical query or preparing a recommendation report. I enjoy dealing with more complex work where there is a bit of digging about to provide a solution for a client which may be investment, pension or tax related.
Another of my favourite things about McCreas I guess has to be the coffee! It saves me a fortune going to Starbucks.
Out of the office
Out of work, I mainly spend my weekends with my family going out for the day/meals or meeting friends to watch football. I like most sports, but mainly football and golf and I have been a Hearts fan all my life having originated from Edinburgh. I try to go to the games when I can manage, although, quite happy too to watch from the comfort of home or in a local watering hole.