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Rebecca has over 20 years’ experience in the financial services sector. She has gained an array of experience and knowledge working in both Paraplanning and Business Development roles.

This makes her the perfect fit for her role within Perspective (South East) Ltd as the Technical Manager, leading and training the newly formed paraplanning team which has resulted in Paraplanners moving onto Adviser roles and new Paraplanners joining the team.

Rebecca holds a Diploma in Financial Planning and is currently completing her final assignment to gain CII Chartered status, with hopes to become a Fellow of the CII, the highest accolade in 2022.

Her focus has always been to deliver positive client experiences, and to help Advisers provide solutions that meet their clients’ needs and objectives.

 

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