Supports financial planners by researching client portfolios, performing technical calculations and due diligence, preparing cash flow reports and suitability reports, and helping deliver compliant financial plans. Builds client relationships, attends meetings, coordinates implementation, reviews completed files, monitors service standards, and stays current with legislation and professional ethics.
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 COMMITMENT
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:
- Support the Financial Planners, applying your technical knowledge to provide client solutions.
- Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
- Build client relationships, establishing a key point of contact role for clients.
- Carry out research, analysis and due diligence of client holdings.
- Prepare technical calculations.
- Identify information required to compile a financial plan.
- Prepare client cash flow reports, using our cash flow modelling software.
- Prepare suitability reports to a high standard, in line with our recommendations.
- Attend client meetings where appropriate.
- Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
- Work to target Key Performance Indicators / Service Level Agreements.
- Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
- Review client files upon completion of business.
- 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 standard of working.
- Keep up to date with legislative changes and always adhere to compliance requirements.
Experience & qualifications
PERSON SPECIFICATION
QUALIFICATIONS
QUALIFICATIONS
- CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
- CII Advanced Diploma in Financial Planning (working towards preferred)
EXPERIENCE
- 3-4 years’ relevant work experience
- Previous experience of working in a similar role
- Working to tight deadlines
- Analysing client portfolios
- Technical compliance and advisory work
KNOWLEDGE
- Sound knowledge of financial products and plans and technical calculations
- Good working knowledge of relevant legislation and industry best practice
- Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages
SKILLS & QUALITIES
- Excellent organisational skills
- Strong communication skills – both written and oral
- Excellent attention to detail
- Logical thinking and problem-solving skills
- Ability to have the client at the heart of what the teams 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, and able to develop ideas into practice
- Dedication to continuing professional development (CPD)
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.
AAB London, England Office
1st Floor, 131 Finsbury Pavement, London, United Kingdom, EC2A 1NT
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