Rebecca joined Guardian Wealth Management as a Senior Paraplanner in June 2017, having previously worked for a Chartered Financial Planning firm in the UK. Since leaving university with a first-class honours degree in Financial Services, Planning and Management, Rebecca has achieved Chartered Financial Planning status and is a fellow of the Personal Finance Society.
Focussing on our Middle East operations process, and working closely with the team to make sure that the business runs in a smooth and efficient manner, Rebecca is responsible for ensuring the high expectations of our clients are continuously met. This involves liaising with our contacts globally, and coordinating all aspects of the financial planning process from the development and training of our financial planners, to the introduction of new services for our clients, and everything in between.
Working within GWM’s Dubai office, Rebecca provides invaluable support to advisers around the globe by assisting them throughout the financial planning process.