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Caroline Gregory

Paraplanner

I have over 30 years’ experience working in financial services and most recently as Paraplanner having achieved a level 4 Diploma in Financial Planning.

My role involves working closely with the Adviser Team and back-office teams to produce detailed research in the preparatory work required for administering a financial plan. I have strong attention for detail and my work involves looking at research, reports and data to help the Financial Advisers put together a quality bespoke plan for clients.

I am continuing to study beyond my current Diploma level and this helps me continue to remain relevant and further my knowledge.

When I am not at work, I enjoy spending time with my family and friends and travelling as much as possible. I also enjoy zumba to help me keep fit.

Experience

- Paraplanning  

- Research

- Report writing

- Financial Services Administration

Sector Experience

- Private Client

- Financial Services

Qualifications

- Level 4 Diploma, Financial Planning