Client Relationship Support

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE. Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice.

That’s what makes AAB different.

Qualifications

, and continuous support to help you grow. Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact.

Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive. AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day.

If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you. ESG COMMITTMENT We take our responsibility seriously.

Certificate in Financial Services (Cert CII (FS)) – units R01 & LP2 (minimum/working towards) Working towards CII Diploma in Regulated Financial Planning (DipPFS) EXPERIENCE Previous experience of working in a similar role Experience of working to tight deadlines KNOWLEDGE Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages Working knowledge of relevant legislation and industry best practice Knowledge of financial products and plans SKILLS & QUALITIES Excellent organisational skills Strong communication skills – both written and oral Excellent attention to detail Problem solving skills Ability to have the client at the heart of what we do Good team player with the ability to build effective relationships at all levels Ability to work on own initiative and to tight deadlines Self-motivated, with an ability to develop ideas into practice We want you to feel supported inside and outside of work.

Who We Are

. Key duties &

Responsibilities

Record and maintain accurate client records on our back-office system and ensure all client communications are recorded. Prepare, process and monitor the delivery of new and existing client work, ensuring clients always receive high quality service. Prepare the necessary client packs and documentation ahead of all meetings.

Liaise with product and investment providers and collate information accordingly. Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey. Review client files upon completion of business.

Work to target Key Performance Indicators / Service Level Agreements. Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s commitment to continuous improvement. Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards of working.

Benefits

package designed for your wellbeing, lifestyle, and career.