James Smith

Paraplanner

Liverpool

Experience

Day to day, I actively research different aspects of financial planning to assist the advisor in finding a suitable outcome for each individual client.

Once we have come up with bespoke plan for the client, I put the recommendation into a suitability report along with the research for the advisor to present to the client.

If the client is happy to proceed, I assist the advisor and our Advisor Support team in putting the plan in place. On top of this, I help advisors prepare for annual client reviews and put together cash flow analyses.

I have achieved CII Level 4 Diploma in Regulated Financial Planning and am currently working towards Chartered Status.

Before joining Pavis (now Verso Wealth Management) in the summer of 2020, I previously spent 7 months gaining experience at a firm in Leeds, where I was responsible for administration and paraplanning duties.

I’m highly motivated and eager to direct my career into being a Chartered Financial Planner. I’m working hard to be the best paraplanner I can be and am constantly learning new aspects of the job.

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