Client Service Support

ABOUT US

AAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with tailored financial planning to help them achieve the best from life.

Our values are:

* Nothing is more important than our people

* Clients are our passion

* Collaboration is our superpower

* We respect and trust each other

* We are active members of our local and global community

* We have an ethos of positivity, enthusiasm and fun

JOB PURPOSE

AAB Wealth is in an exciting growth phase, which has led to the expansion of the operations team. As a Client Services Support, you will have a key role in supporting the AAB Wealth team in the delivery of high-quality client service. You will support in onboarding new clients, gathering data on client's existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. A good understanding of business disciplines is required, along with the ability to apply technology to your work.

KEY 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 receive high quality service at all times

* 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

PERSON SPECIFICATION

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