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Our people

Every member of our team plays a crucial role in delivering Unividual’s service. A well-executed people strategy is one of the reasons why our business is so different from other financial planning firms.

Attract talent

Our innovative recruitment process focuses on attracting people that we know can do the job in the way we need it to be done. Cherie-Anne and Lewis look for people that have the empathy and skill to build meaningful relationships with clients, so that our business can continue to foster trust and loyalty. Just as importantly, employee performance is intrinsically linked to whether an individual’s goals tie in with the organisation’s. During the recruitment process, we spend considerable time helping people realise what really motivates them to ensure working for us enables them to achieve their goals.

Nurture skill

Training is the key to the success of our business. Every new employee has a Unividual induction that can take up to three days. Staff are also enrolled on to a personalised training plan. Those aspiring to become a financial planner become a student at Unicademy, our in-house Chartered financial planner school. This is a two to three year training programme with supervision skills training and formal learning towards the Diploma and Advanced Diploma in Financial Planning with Chartered Insurance Institute. This is all funded by Unividual, through our own profits, and the design and structure are completely unique in the industry.

Foster leadership

We never forget what really motivates people: autonomy, mastery and purpose. We foster just that so that our staff work in an environment where they can become the best version of themselves. Unividual is a transparent business that thrives off mutual respect and learning. The entire team is involved in the big decisions and our leadership style encourages independence. Unividual’s staff have a career for life at our business, with enough learning and progression for them to achieve their life goals. This is all the motivation anyone needs to do the best job they can, every time.

"This business has become my family"

“Not only has this business developed my skills, supported my goals, helped me mature as an individual and professional but they have become my family. Unlike other firms that I have worked for they have a unique focus on the mental and physical wellbeing of everyone around them. Is this for their gain you ask? No, quite simply, as leaders, they just genuinely care about everyone, helping each and every person around them achieve. I got ready to hand in my notice in 2021 when I had to relocate to Edinburgh for family reasons. Cherie-Anne found a way for me to stay at Unividual. She might joke about us having an office in Edinburgh now but deep down I know she is serious, and this type of commitment is unprecedented for a small business in the finance industry. In my opinion there is no other profit-making business in the UK that is ran so professionally with such a big heart.”

Andy Lei, Unividual Chartered Financial Planner, Edinburgh

2nd February 2023

Relationship orientated not sales orientated

We are not a traditional financial advice firm driven off the back of sales targets. We recruit people who are service orientated and are motivated by helping others and make a difference to other peoples’ lives. We match this with a benefits programme that rewards loyalty, quality measures and the success of our business collectively moving forward. Our financial planners do not have targets and all our staff are measured on the quality of work they do. Feedback from clients about our staff is regular and because of the effort each person puts in to their role, makes for a very fulfilled team.  Together, we all work towards a collective strategy and trust our people to execute the role they play in achieving our objectives within the business plan.

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