BackRachel Ruston
Paraplanner
“I love being a Paraplanner. I really enjoy writing reports for our clients and helping them to achieve their financial goals. We have a great team here at Wealth Matters and I’m fortunate enough to be able to flex my working hours around my family life. This means I won’t miss out on those important ‘first’ moments while also having a deeply fulfilling career.”
Profile
- Rachel joined Wealth Matters in 2016
- Has been working in financial services since she graduated in 2010
- Took a break from Wealth Matters between 2019 and 2022 to have her two children
- Now very family orientated, she enjoys spending as much time as she can with her children through flexible working that allows hours to suit her family life
- As a Paraplanner, Rachel enjoys research, report writing and producing complex cash flow models
- Loves working to deadlines and works well under pressure
Qualifications
- Law BA Hons (1st Class Honours) – 2010
- Diploma in Regulated Financial Planning – 2017
- STEP Certificate for Financial Services – Trusts and Estate Planning – 2018
Telephone: 01582 720511
Email: rachel@wealth-matters.co.uk
