Senior Para-Planner Immediate Vacancy

Paraplanning

Up to approximately 8 years ago paraplanners in the UK did not exist. Advisers had their clients and would tend to complete everything involved in the planning process with the exception of processing any applications though in many instances advisers did this themselves also.

One Solution recognizes that paralanning has now become a vital part of the advice process and by employing highly technical and qualified individuals, who can offer skills in addition to those of the adviser, will provide the client with a positive professional experience.

What does a paraplanner do?

In One Wealth, the Paraplanner is a vital part of the team as they will review the adviser’s client’s needs and priorities. They will then research the market for the most appropriate solutions and prepare a financial report for the adviser to present to the client. They will also on occasions accompany advisers to client meetings to offer technical support and guidance.

Core skills required within the Paraplanning role

• Technical Knowledge in all aspects of financial planning

• Excellent report writing skills

• Ability to analyse statistics

• Ability to conduct research for appropriate providers and investments

• Good understanding of compliance issues

• Good time management skills

• Excellent interpersonal and IT skills

• Working knowledge of Wrap Platforms

If you are interested in a career at One Solution, please complete this short form and upload a PDF version of your CV. Our HR Department will be in contact shortly with you to update you on any possible positions available.
  • Accepted file types: pdf.
    Please upload a PDF version of your CV

Latest News

Art Auction 2016

On Friday 3rd of June 2016, One 4 Kids hosted their 3rd Contemporary Art Auction in conjunction with RUDA UK. Guests started to arrive from 18:00 pm at the prestigious 200 St Vincent Street and enjoyed a drinks and canapés reception in The Grand Hall whilst viewing 116 pieces of original art.  Amongst the art […]

Find out about

One Wealth

Wealth Management.

One Risk

Insurance Services.