020 3427 3205
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
Rebecca’s career in financial services began at Waymark early in 2019 where she started as an Administrator/Trainee Paraplanner.
She has since passed her Diploma in Financial Planning and completed her apprenticeship with distinction and now works as a Paraplanner,
Outside of work, Rebecca enjoys cooking, keeping fit, and spending time with family.
Rebecca in the spotlight
My proudest moment working at Waymark Financial:
Receiving my Diploma in Regulated Financial Planning and achieving a distinction in the apprenticeship course.
The three things I love most about my job are:
Working with an amazing team, being active in helping clients towards achieving their goals and writing reports.
The three words my colleagues would use to describe me are:
Approachable, observant and friendly
On an ideal weekend, you can find me:
Playing badminton at an amateur level.
My favourite holiday is:
Anywhere with good weather and good food.
I turn the radio up when they play:
Lana Del Rey – West Coast
The three people at my dream dinner party would be:
Manu Feildel, Jeffrey Dean Morgan and my father.
The three small things that make my day better are:
Listening to good music, getting my daily dose of caffeine and sunshine.
R01- Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 – Pensions and Retirement Planning: assesses knowledge and understanding of and ability to analyse pension and retirement planning issues.
R05 – Financial Protection: assesses knowledge and understanding of and ability to analyse financial protection planning issues.
R06 – Financial Planning Practice: This qualification helps advisers develop and demonstrate their financial planning capabilities.