Rebecca is a Private Client Executive for Raymond James, Chichester, working closely with Greg & Ian and part of the investment team, Rebecca ensures that individual strategies agreed upon for the clients are monitored and maintained. Rebecca also ensures high levels of client service, overseeing the function of our Client Services Executive. Rebecca attends the Wednesday investment meeting, along with all members of the team.
Until October 2018, Rebecca worked for Rathbones, her final role as BDO (Branch Designated Officer). Rebecca started her career at Rathbones in 1998 as executive assistant to a team of investment directors. She then moved to London in 2000 for a similar role where she was an active member of Finance 4 Women.
During her 20 years at Rathbones, Rebecca became one of the most senior CSE’s (Client Service Executives) in the Rathbones Group, as well as assisting the investment directors in a client facing role, Rebecca was BDO, responsible for the internal compliance procedures within the office. She was also RMC (Regional Marketing Co-ordinator) leading all marketing initiatives and events for the Chichester office.
Rebecca is a Chartered Member of the Chartered Institute for Securities & Investment, she holds the SFA Registered Representatives Examination, the CISI Diploma Compliance examination, and is an alumna of the Royal Society of Arts (RSA) with a Higher Diploma in Administration and Secretarial Procedures.
Rebecca is a Trustee of the Newell Foundation, a charity which looks after the elderly. She has also been involved in fundraising for a number of charities including the MS Society.