Joanne Jewell
Client Relationship and Paraplanning Team Leader
Exeter office
What attracted you to a career in wealth management?
I joined the Financial Services industry in 2001, starting as an Administrator with Friends Provident, gaining a vast amount of knowledge of corporate pensions. My skills, dedication and attention to detail were recognised resulting in several promotions. When Friends Provident became Friends Life I, was promoted again to a Team Manager.
After a few years in the Team Manager role, Friends Life were acquired by Aviva and in 2016 the Exeter Aviva operations were sadly closed. I worked closely with my team to deliver the smoothest transition possible for clients, whilst also helping my team cope with the challenges of the office shutting.
I continued my career within Financial Services and joined a small IFA in Devon, specialising in providing advice to members of the medical profession. The Director had identified that the medical profession can be one of the most complex when it comes to finances, with all its intricacies. Throughout my 4 years there, I headed up the Administration team, where I gained knowledge and an understanding on the ever-changing rules around the NHS Pension and the impact and importance of the Annual Allowance for senior members of the profession.
I worked with my team to build effective and efficient processes, to obtain the right information for clients from the NHS Pensions Team (NHSBSA). The information obtained often required a sense check, as instances of missing service figures and lost Annual Benefit Statements were commonplace. My team and I were able to successfully collate the critical information to provide to an adviser for review. When required advice was also sought from an Accountant that the business worked closely with.
How do you approach your role on a daily basis?
In January 2024 I joined Quilter Cheviot Financial Planning as a Client Relationship and Paraplanning Manager. I have been able to bring all my previous skills and experience into the role, from managing a team successfully to offering suggestions and solutions to various processes and procedures.