
Rebecca Patterson | Team Leader
Prior to The Financial Guys I have always had a background in customer service roles, having worked as an optical assistant at Specsavers and a call center advisor at EE. I then worked as a receptionist at the Town Hall, where I was approached by Lisa and Darren and offered a position as a Will Guys administrator. Later, I transitioned to The Financial Guys side of the business and became a paraplanner, a role I absolutely love.
Joining The Financial Guys in 2020 was the best thing I ever did and our team feels like a family, with everyone willing to help each other and a strong focus on putting our clients first.
I love the variety in my work; every day is different and never boring. It is particularly fulfilling when we help clients with complex medical backgrounds obtain protection cover, something they might have struggled with in the past. Seeing our advisers secure the best cover for these clients and ensuring their families are protected is incredibly rewarding.
As a Team Leader, I enjoy engaging with my team and assisting them through difficult cases or challenging days. I also take pride in helping advisers with compliance, working closely together to ensure our clients receive the best service possible.
For new starters at The Financial Guys, our entire team, from admin to advisers, is always ready to help, so take advantage of the support offered. It can be daunting to transition from a completely different role, but accepting help makes all the difference.
Looking to the future, I see myself continuing at The Financial Guys. I love my job and can’t imagine working anywhere else or doing anything else. I’m also currently pregnant and excited to start my family, looking forward to seeing how becoming a parent will change my life!
Contact Details
- rebecca@thefinancialguys.co.uk
- 0333 012 4574