Unividual - Guiding you on the right path

Unividual Ltd, Hartham Park, Hartham Lane, Corsham, Wiltshire, SN13 0RP

Phone: 0330 353 0150   -   Fax: 0330 353 0162
Email: headoffice@unividual.co.uk

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Ruth Stainer

Trainee Financial Planning Assistant

I would never have thought I would enter in to a career in the financial services industry. After coming back from maternity I was offered an administrative role for a financial adviser in 2011. This spiralled and I started undertaking a lot more research and got more involved in the compliance side of the financial advice process. In 2012 I started working as a financial planning assistant and began working with additional advisers. I realised that the art of “paraplanning”, the non-client facing tasks involved in preparing and administering financial plans and reports for clients, was something that I took to like a duck to water. In 2014 I wanted to join a slightly larger firm where I could gain more training and experience, however after working there for over a year the business made the administrative team redundant. I joined Unividual at this point in September 2015, not only did the business offer me the best prospects and opportunities to study for my Diploma in Regulated Financial Planning but also it had the culture and ethos I thrive in. One of ambition yet transparency and an extremely efficiently run business that focuses on the highest levels of service. I have never come across or worked in a business that takes everything it does to the highest of levels and quality.

Ruth Stainer

Job Title
Trainee Financial Planning Assistant

Joined
September 2015

Hobbies
Running, cycling, watching movies, going on days out with my daughter, spending time with the family

Contact Details
ruth.stainer@unividual.co.uk
0330 353 0150

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Require Advice?

Call 0330 353 0150
or alternatively we can call you

Client Testimonials

 

"When we met John Baxter of Unividual we liked his openness, his ideas and the way in which nothing was too much trouble and it did not matter how many avenues had to be explored to find the right solution for us." "We would warmly recommend John and his team to anyone." - David and Linda Joll