WHO I HELP
Private individuals and families visiting the office. Clients who need a smooth and supportive experience. Our Financial Planners.
HOW I HELP
Marketing support. Facilities management. Fee and commission administration. Business process support. Financial Planner support. Office and client experience. Team coordination. Process improvement. Day-to-day business operations.
“Bringing positivity, support and a friendly approach to everything I do.”
As part of the AAB Wealth team, Jo plays an important role in keeping the business running smoothly behind the scenes. Her role spans marketing, facilities management, fee and commission administration, business processes and supporting the Financial Planners with the day-to-day operation of the business.
A Collaborative Approach
No two weeks are quite the same, with a mix of supporting the team, managing the practical side of the business and making sure everything is running efficiently. While her role is primarily behind the scenes, she also enjoys welcoming clients when they visit the office and helping to make them feel comfortable.
Finding a new direction
An interest in financial markets and how they can impact people’s financial wellbeing sparked Jo’s interest in financial services. After taking a career break to raise her children, she was motivated to return to work and build her knowledge and experience within the industry.
Returning to work after becoming a mum was also one of the biggest challenges she has overcome. After several years focused on raising her children, returning to work meant rebuilding her professional confidence and finding a new balance between her career and family life.
The experience taught her resilience, confidence and adaptability, while also showing her that having a fulfilling career and being a supportive parent can go hand in hand. It has made her more organised, flexible and confident in approaching new challenges.
“Bringing positivity, support and a friendly approach to everything I do.”
Building relationships
Jo values the close, family-oriented culture within the team, where colleagues know and support each other. She enjoys being someone her colleagues can rely on, whether they need practical support, a listening ear or someone willing to be flexible and help get something over the line.
For her, seeing positive feedback from clients is particularly rewarding. Five-star reviews on VouchedFor or Google and hearing how highly clients speak of the team are a great reflection of the work that happens behind the scenes.
Supporting the team
Behind the scenes, she wears many hats, from supporting the team to managing marketing, facilities, business processes and the day-to-day running of the business. It’s a role that requires organisation, problem-solving and adaptability, with plenty of variety from one day to the next.
