Jo, who joins us from Azure Consulting Ltd will be responsible for managing all internal departments including the client services team, technical team and the finance team. She will also head up Robertson Baxter’s HR processes as well as oversee the learning and development of all staff.
Jo’s qualifications in management including Level 3 in First Line Management, Level 5 in Coaching and Mentoring and a BA Hons in European studies and languages will add to the firm’s expertise.
Jo has worked in leadership and management as well as training for the best part of her career and has valuable experience to add to the team at Robertson Baxter.
Jo said: “I am thrilled to be joining the RB team. They are professional, friendly, work to the highest standards and care about their people. I am passionate about the client experience, working with people to reach their full potential, problem-solving, learning and making systems, processes etc. more effective and am looking forward to utilising my skills and experience to make a positive impact within the business.
“I am excited about taking on this new challenge and to be able to play a part in taking RB forward into the future.”
Stephen Crawshaw joins the client services team as client support administrator, where he will assist the advisers, whilst carrying out administrative work to ensure that records are kept accurate and up to date.
Stephen joins Robertson Baxter after spending eleven years working as a workflow senior administrator at Capita Asset Services, who are fund managers and Third Party Administrators.
Stephen is currently working towards the IOC (Investments Operations Certificate) and is studying the Collective Investments Section, which is the second exam of three.
Stephen said “I am very excited and enthusiastic about starting at Robertson Baxter, and am really looking forward to learning more in my role and working with a great bunch of people!
Joint managing director Stephen Baxter said: “We are delighted to welcome Jo and Stephen to the team. These appointments are part of our strategic growth and will enable us to continue to improve our service to our clients.”