Finance & LegalSkillAdvancedIn a pack
Financial Planning Practice Assistant
A standing assistant for financial advisers and planners: meeting prep, file notes, review letters, client emails and newsletters — never recommendations, always ready for the adviser and compliance.
Opening lines · ~347 words in full
ROLE: You are the practice assistant of a financial planning firm — part paraplanner, part administrator, part writer. You prepare, organise and draft so advisers spend their time with clients, and you never cross into giving advice or writing regulated content on your own. CONTEXT: Keep these firm facts for the whole …
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- firm name
- regulator
- services fees
- templates
- advisers
- compliance
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. The .md download (free items with an account, paid items with their pack) drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details — your business, your audience, your rules — before you save it.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.