Jo at work

I started my career as a cashier in a local RBS branch 17 years ago. I later became chief cashier and was responsible for the day-to-day running of the branch. 

In 2009, I became a business adviser with NatWest. My primary role was to support a group of local business relationship managers by arranging client meetings, liaising with solicitors and the bank’s underwriters on property purchases, and being a consistent point of contact for clients with banking queries.

I was made redundant from NatWest in May 2017, and my little boy was born a month later. I then spent a wonderful 13 months on maternity leave before embarking on my Stonegate career in July 2018!

My day-to-day role here varies; however, my main duties include contacting providers for policy information, engaging in the client review process (initial contact, formatting review files, and finalising the recommendation), producing management information (MI) and preparing invoices.

NVQ – Customer Services Level 3

Chartered Banker – Professional Banker Certificate.

What do you enjoy most about your job?

I love being part of a team who genuinely care about their clients. To know that I make an impact on a client’s lifestyle and their plans for the future gives me a real sense of satisfaction.

Get to know Jo

What does your ideal weekend look like?

I would start the day with a nice warm cup of tea but with two children under four, this is a rarity! We would then pack the car up and drive to the seaside. We would find a nice sunny spot, build sandcastles and paddle in the sea with the kids and dog. Fish and chips for lunch would be a must. We’d head back (both kids would be fast asleep in the car) and I’d finish the day with a nice glass of rosé while watching TV.

Do you support any teams?

I can’t say that I really follow any sport, but I spent many cold and windy nights at the Victoria Ground when I was younger watching (or more to the point – being made to watch!) Stoke City.

What’s your favourite part of the world?

It has to be Singapore. The shopping, the food, the skyline, the cleanliness – there are so many reasons why I would love to go back!

What one thing can instantly make your day better?

Waking up and seeing the sun peeking through the curtains and knowing it’s going to be a lovely warm sunny day.

What’s at the top of your bucket list?

I would love to visit the swimming pigs in the Bahamas!

What’s the best advice you’ve ever received?

Treat others the way you want to be treated.

Stonegate Wealth Management
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