Rebecca Green
Q & A with Rebecca
How did you get into financial services?
I used to work at Nat West and I met Jason and Antony Howard in the branch, they were my clients. I heard through a friend that they were looking for staff so I sent my CV in, met them and the rest is history. I joined Insight in 2007 in mortgage administration.
What does your role involve?
Mainly deal with compliance, regulatory structure, merger and acquisitions.
A lot of your work happens behind the scenes. How does it make a difference to our clients?
The work my team and I do gives security to our clients knowing that we meet compliance standards and have a robust regulatory framework, which contributes to the longevity of the business.
What part of your Operations Team’s work are you most proud of?
The compliance and training and competency team who work continuously to support and to challenge advisers.
Whatever we put in place we always work closely with advisors to assess the impact on our clients before we implement. We continually balance our clients needs with regulatory requirements.
More about Rebecca
What’s your personal financial freedom dream?
Saving for my son’s future.
What’s the best thing you’ve ever spent money on?
A road trip around the United States.
What’s the one luxury you could never give up?
Good food & drink.
What’s something colleagues would be surprised to learn about you?
I love doing jigsaw puzzles .
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