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Ruth Davies

Paraplanner

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I started working in the Financial Services Industry in 1998 initially in Administration and then progressed to Office Manager and advising clients on their Mortgages until 2013. In 2014/15 I took on the role as paraplanner. In my current position, I am part of a paraplanning support team to the Company Advisers, which includes cash flow modelling, research and preparing client suitability reports. My goals are to progress and further develop my paraplanning role at WTK. I hold the Certificate of Financial Planning and Certificate of Life & Pensions, in addition to further examinations undertaken with the CII. A large part of my spare time is taken up as Club Secretary with Rhyl Ladies FC, who play in the Women’s Welsh Premier League. I also enjoy socialising with family and friends, watching sports [mainly Manchester United, which can be interesting when the majority of the office supports Liverpool!] visits to the gym and long walks with my dog.