020 3427 3207
Waymark Financial Limited, 107 Leadenhall Street, London, EC3A 4AF
Rebecca’s career in financial services began at Waymark early in 2019 where she started as an Administrator/Trainee Paraplanner. She works closely with the Advisers, attending client meetings and developing her knowledge of the advice process.
She is studying for a Diploma in Regulated Financial Planning and has passed RO1, RO5 and RO4.
Outside of work, Rebecca enjoys cooking, baking and taking her daughter to the park when the weather is nice.
Rebecca in the spotlight
My proudest moment working at Waymark Financial:
Passing my first exam on my route towards becoming a Financial Adviser.
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:
Spending time with my daughter Jasmine.
My favourite holiday is:
Anywhere with good weather and good food.
I turn the radio up when they play:
Oasis – Don’t look back in anger
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:
When my daughter wakes up in a good mood, when I get 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.
RO5 – Financial Protection: assesses knowledge and understanding of and ability to analyse financial protection planning issues.
RO4 – Pensions and Retirement Planning: assesses knowledge and understanding of and ability to analyse pension and retirement planning issues.