Amy Calder is a Case Manager with One Wealth. She has been working at One Solution since 2009.
My role as Case Manager involves the processing and management of all business from start through to finish within One Wealth, whilst also supporting advisers where required. I started working on Letters of Authority for one of the leading advisers and chasing pipeline business for One Mortgages. From here my role remained fairly mixed working for One Financial and One Mortgages before moving full time to One Wealth where I have worked with a number of advisers.
I have taken my RO1 exam and am currently study for my RO5, both via One Academy. As well as paying for my exam and my study materials, I received time off for my exam and a further day of study leave to help me prepare. When I passed my first exam, I also received a financial incentive, which was a real bonus. One Academy have been consistently helpful and supportive throughout my career progression at One Solution.
When I started as a temp within One Solution, I never expected it to be long term or a major part of my career progression. However, I was taken on as a full time member of staff and numerous opportunities were made available to me. I plan to continuing progressing my career at One Solution and would like to move into an advisory role. I am very happy to be working in a supportive company that encourages career progression.