CALLUM BROWN
Bridgnorth,Shropshire
Summary
Committed and motivated, with strong academic record and ready to take on challenging practical assignments. Confident quick learner, able to apply relevant education and training to support your team. Driven to learn from industry best and exceed expectations.
Overview
9
9
years of professional experience
Work history
Paraplanner
Clarke Fencott LLP
Wolverhampton, Wolverhampton
2023.04 - Current
- Prepared detailed Suitability Reports across a range of advice areas, ensuring full compliance with FCA requirements and internal compliance standards
- Involved in a wide range of cases including Pension transfers, Retirement options, Pension contributions, Investment Bonds, ISAs, Investment Accounts and Life Assurance.
- Calculated and modelled tax positions and pension allowances, including Annual Allowance, Tapered Annual Allowance, Carry Forward, Lump Sum Allowance (LSA), and income tax implications of withdrawals
- Carried out provider and platform research, including product comparisons, charges analysis, and implementation of recommendations
- Managed cases end-to-end case including data gathering, fund research, portfolio analysis, and coordination with advisers, administrators, and providers upon application.
Financial Adviser
John Cannaby Associates Ltd
Bridgnorth, Shropshire
2022.06 - Current
- Advised under the Quilter network
- Achieved competent adviser status in January 2023 with Quilter
- Built client bank of circa £1 million in 6 months providing 0.81% weighted average in ongoing fees
- Significant knowledge in advice processes and back office systems used to create, comply and log recommendations
- Conducted regular client meetings to review financial plans and goals
- Performed in-depth financial analysis and risk assessments to create customised investment strategies for clients
- Carried out paraplanning and administrative tasks, including preparation of client reports and portfolio reviews
- Assisted clients in retirement planning, pensions, investments, Inheritance tax planning and life insurance
- Maintained up-to-date knowledge of industry regulations, tax laws and market trends to provide relevant and accurate advice to clients
- Developed relationships with clients, ensuring their financial goals and objectives were met through regular review and updating of their financial plans.
Trainee Financial Adviser
John Cannaby Associates Ltd
Bridgnorth, Shropshire
2021.01 - 2022.06
- Gained valuable experience working in a client-focused environment
- Responsible for administrative tasks, including client record-keeping and database management, which has helped develop organisational skills and attention to detail
- Learnt from and worked closely with firm's principal adviser
- Through this collaboration, I have been exposed to various aspects of the financial advice process and have gained deeper understanding of technical and regulatory requirements involved
- Developed paraplanning skills and have been working to continually improve skills in this area
- Researched products and prepared recommendations for clients, taking into account their individual circumstances and financial goals
- Had the opportunity to put theoretical knowledge into practice and allowed me to build confidence in the financial advice process.
Marketing and Comms Assistant
AMD Promotions
Bridgnorth, Shropshire
2020.09 - 2021.01
- Supporting a B2B print and embroidery business with all aspects of their marketing and communications including managing social media across all platforms, brand awareness and customer engagement.
Golf Instructor (University Internship)
3 Hammers Golf Complex Academy
Wolverhampton, West Midlands
2018.06 - 2019.12
- Worked in a five-person team, coordinating Junior Tri Golf and Junior Golf Passport coaching sessions for the Golf Academy
- A key income generator for the academy
- Gained exposure to the coaching environment through shadowing the Academy Director, learning ways to coach individual golf lessons
- Supported improvements to expenditure management
- Responsibilities included management of takings, profit and loss statements, expenses, invoices and bank transfers
- Delivered coaching sessions for EGU County Development Squads
- Generated new clients through the delivery of over a dozen presentations to clients, through showcasing the golf complex and coaching at the Academy
- Managed work experience participants, facilitating their learning and teaching them the main day to day operations of the Academy
- Inducted new staff for the operation, admin and data collection of the Junior Groups
- Organised a successful ‘Get Women into Golf Event', which raised money for charity as well as giving beginner women their first taste of the golfing environment.
Assistant Golf Professional (Summer Work)
Astbury
Bridgnorth, Shropshire
2017.05 - 2017.09
- Assisting with golf operations, working in the professional shop and organising golf days
- Assisted the head pro with organising events, scoring competitions and member enquiries
- Competent at using the till, payment and booking systems
- Implemented marketing promotions which supported the increase of merchandise sales
- Dealt with customers and supplier enquiries.
Education
Queens University of North Carolina
CharlotteBridgnorth Endowed School
CeMAP - Financial Services
London Institute of Banking And Finance
London06.2022
BSc (Hons) Applied Golf Management Studies Degree - Sports Sciences
University of Birmingham
Birmingham 09/2017 - 06/2020
Level 4 DipFA - Financial Services
London Institute of Banking And Finance, Banking
London02.2022
Skills
- Developing financial plans
- Understanding tax law
- Planning for retirement
- Business development
- Insurance decisions
- Stock market understanding
- Investment planning
- Paraplanning
- Relationship building and management
- Experience in cash flow modelling
Accomplishments
- 1st Team Captain 2018-2019
- Finished 9th in the order of merit for 2019 in my first year as a professional.
- Finished 3rd in the Midland Order of Merit Golf Tour (2022)
- 18 hole open, 36 hole open and club champion golfer at Bridgnorth Golf Club (2022)
- Shropshire and Herefordshire Men's Amateur Golf Champion (2018)
- Golf Course Record Holder at Mile End Golf Club (64 -7) (2018)
University of Birmingham 1st Team Golf Sept 2017 – June 2020
PGA Assistant Professional Jun 2019 – Oct 2020
Other Achievements:
Interests
- Golf
- Football
- Walking and Hiking
- Squash
- Gym
- Travel
Timeline
Paraplanner
Clarke Fencott LLP
2023.04 - Current
Financial Adviser
John Cannaby Associates Ltd
2022.06 - Current
Trainee Financial Adviser
John Cannaby Associates Ltd
2021.01 - 2022.06
Marketing and Comms Assistant
AMD Promotions
2020.09 - 2021.01
Golf Instructor (University Internship)
3 Hammers Golf Complex Academy
2018.06 - 2019.12
Assistant Golf Professional (Summer Work)
Astbury
2017.05 - 2017.09
Queens University of North Carolina
Bridgnorth Endowed School
CeMAP - Financial Services
London Institute of Banking And Finance
BSc (Hons) Applied Golf Management Studies Degree - Sports Sciences
University of Birmingham
09/2017 - 06/2020
Level 4 DipFA - Financial Services
London Institute of Banking And Finance, Banking