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Jamie Heffernan

Trainee Paraplanner

Jamie has been working in various technical and support roles within the financial services industry since 2013 and joined Progeny in July 2018 as a Technical Administrator.

He moved into the Paraplanning team in March 2020 and is currently working towards attaining his Diploma in Financial Planning, having already completed the Certificate in Financial Planning.

As a Trainee Paraplanner, Jamie produces suitability and annual review reports for clients and particularly enjoys the creation of cashflow models, which help to demonstrate the sustainability of a client’s financial plan.

Jamie lives in York with his family and spends his spare time enjoying a variety of sporting activities, often visiting Old Trafford as a pained Manchester United fan.