The Role
The role involves maintaining client records, preparing documentation, liaising with providers, ensuring timely communication, and adhering to ethical standards.
Summary Generated by Built In
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. We invest in brilliant talent across every area of the business, offering tailored training, professional 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.
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. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.
ROLE PURPOSE
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.
Experience & qualifications
PERSON SPECIFICATION
QUALIFICATIONS
QUALIFICATIONS
- 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
WHAT AAB OFFER
We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.
Time Off & Family Support
- Annual leave (plus public holidays), with the option to buy or carry over leave
- Enhanced parental leave (maternity, paternity, adoption)
- Paid volunteering day to support causes that matter to you
Health & Wellbeing
- Private Medical Insurance (PMI) for you and the option to cover family members
- Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
- Death in Service benefit
Financial Security
- Competitive pension scheme
- Life assurance policies to support you and your family
Flexible & Agile Working
- Hybrid working model
- Agile working culture that supports flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing
Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.
Skills Required
- Certificate in Financial Services (Cert CII (FS)) - units R01 & LP2
- Working towards CII Diploma in Regulated Financial Planning (DipPFS)
- Previous experience of working in a similar role
- Experience of working to tight deadlines
- Knowledge of financial products and plans
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The Company
What We Do
AAB delivers Audit, Accounting, Tax, Payroll, HR, Consulting, and Advisory Solutions globally from its offices in the United Kingdom and Ireland.
