Jo Trueman
Bishop’s Stortford
Summary
Financial services professional with extensive experience in client advisory roles and content management. Demonstrated expertise in project management and content creation, ensuring compliance and accuracy in all deliverables. Proven track record of developing high-quality financial content that enhances client engagement. Strong skills in managing relationships and providing strategic insights to drive business growth.
Overview
27
27
years of professional experience
10
10
years of post-secondary education
1
1
Certification
Work history
Director, & Technical & Content Director
TOMD (The Outsourced Marketing Department)
Sawbridgeworth, Hertfordshire
2015.09 - 2026.02
- Director responsibilities - including decisions about the strategic direction of the company, business development, resource management, client relationship management
- Technical & Content Director - responsible for managing content team, idea generation, briefing, creating B2C financial content delivered to clients (including fund managers, wealth managers, IFA’s, UK financial networks)
- Managing content calendars - conducting research, suggesting content ideas and campaigns, developing key messages, tone of voice, ensuring all content is accurate and technically correct, compliant and tailored to the audience. Design and digital liaison to manage all client outputs
- Financial copywriting - writing weekly, monthly and quarterly - economic reviews, property reviews, B2B content, Budget updates, wealth, money and home finance content. Including articles, blogs, social posts, website content, meta titles / descriptions, guides (tax efficient savings, pensions, wealth creation, retirement planning, IHT), plus developing client campaigns, writing video scripts, social media graphics
- Content platform development - developing a content distribution platform, deploying wealth content targeted at different client risk categories to increase engagement
- Monitoring industry / economic developments - to advise clients on content strategy
- Cultivating relationships - with key clients and stakeholders, managing expectations, ensuring compliance standards
- Proofreading investment publications - for key clients including Rathbones.
Investment Manager
Tees Financial
Bishop's Stortford, Hertfordshire
2004.07 - 2015.08
- Responsible for managing £250k+ advisory client portfolios, involving regular client reviews, investment recommendations, client liaison
- Implementing investment strategies, including evolving a core strategy and asset allocation model
- Maintaining existing client relationships, regular interaction with external fund providers
- Researching direct equities ETFs, Unit Trusts, investment trusts, OEICs
- Dealing assets, cash management.
Analyst in Client Services
Northern Trust
London
2001.09 - 2004.06
- Production and accurate delivery of client pension portfolios
- As an experienced analyst, I was responsible for several challenging, high-profile accounts.
Investment Accountant
Barclays Global Investors
London
1999.07 - 2001.08
- Responsible for several multicurrency index tracking portfolios, duties included accurate and timely production of client valuations.
Education
BTEC National Diploma in Business & Finance -
The Bishop's Stortford High School
Hertfordshire 1993.09 - 1995.06
BA Hons Management Degree -
London South Bank University
London 1995.09 - 1999.06
GCSEs -
The Hertfordshire & Essex High School
Bishop's Stortford, Hertfordshire 1988.09 - 1993.06
Skills
- FS industry and technical expertise
- Project and content management
- Business development
- Content creation
- Communication skills
- Strategic planning
- Attention to detail
- Stakeholder engagement
Certification
- Chartered Wealth Manager (since 2014), FCSI (Fellow of the Chartered Institute of Securities & Investments)
- Securities & Investment Institute Diploma (attained 2006)
- Satisfy annual CPD requirement to maintain Chartered status.
Interests
Spending time with my family, travelling, running
Training
- Word, Excel, Adviser Office, Volume, Monday.com, Trello, Semrush
- Project management, business presentations, time management, resolving conflict
- Financial copywriting courses.
Accomplishments
BA (Hons) Chartered Wealth Manager FCSI
References
References available upon request.
Timeline
Director, & Technical & Content Director
TOMD (The Outsourced Marketing Department)
2015.09 - 2026.02
Investment Manager
Tees Financial
2004.07 - 2015.08
Analyst in Client Services
Northern Trust
2001.09 - 2004.06
Investment Accountant
Barclays Global Investors
1999.07 - 2001.08
BA Hons Management Degree -
London South Bank University
1995.09 - 1999.06
BTEC National Diploma in Business & Finance -
The Bishop's Stortford High School
1993.09 - 1995.06
GCSEs -
The Hertfordshire & Essex High School
1988.09 - 1993.06