Meet Jo Williams: Senior Paraplanner

About Jo:

Jo is a vital member of our facilit8 team, holding the role of Senior Paraplanner. With a rich history in banking and financial services, combined with a love for family and outdoor activities, she brings a wealth of experience and passion to our organization.

Work and Education Journey:

Jo embarked on her professional journey in Midland Bank, where she witnessed the transformation of the bank into HSBC. After a career break to raise her children, she reentered the workforce, joining the Yorkshire Building Society. During her tenure there, she pursued various financial qualifications, reflecting her commitment to personal and professional growth.

Her journey eventually led her to become a member of Partner Support Staff at St. James's Place, showcasing her dedication to the financial sector.

Meet Jo Williams: Senior Paraplanner

Beyond the Office:

For Jo, family time takes precedence, and she cherishes the simple joys of gathering around the kitchen table for hearty dinners. She's also an enthusiast for fine dining and enjoys exploring nice restaurants. Time spent with friends and long walks with her two black Labradors, especially on the beach, add a touch of adventure to her leisure moments.

Fun Fact:

Here's an intriguing tidbit about Jo: She had the extraordinary opportunity to meet Princess Diana when her family first immigrated to the UK from South Africa in the mid-80s, an encounter that remains a memorable part of her life story.

Favorite Quote:

Jo's favourite quote is a reflection of her cheerful spirit: "Keep smiling!" - Jo Williams 2023. A reminder of the power of positivity and a fitting motto for the year.

Jo's extensive experience in banking, financial services, her love for family, fine dining, and outdoor adventures, along with her fascinating encounter with Princess Diana, make her a cherished asset to the facilit8 team as a Senior Paraplanner.

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Telephone: 01656 507398