At a Glance
- Tasks: Become a trusted advisor, delivering high-quality financial advice and driving business growth.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, private medical insurance, flexible working, and generous leave options.
- Other info: Be part of a team that values collaboration, trust, and personal development.
- Why this job: Make a real impact in clients' lives while growing your career in a supportive environment.
- Qualifications: CII Diploma in Regulated Financial Planning required; experience in financial services preferred.
The predicted salary is between 49500 - 60500 £ per year.
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.
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.
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
- Establish yourself as a trusted advisor and primary contact for clients
- Demonstrate a client first attitude, always seeking the best outcome for clients through delivery of high-quality advice
- Be an ambassador for the firm, developing your network both internally and externally, creating opportunities for referrals
- Drive business growth and revenue in line with firm strategy and objectives
- Work in an agile way to manage priorities, and ensure timely delivery for clients
- Adhere to regulatory obligations for role, consistently meeting requirements under risk-based monitoring metrics
- Support and develop the AAB Wealth team by sharing knowledge
- Work collaboratively across the team, taking ownership for efficient delivery of client work
- Fully engage with AAB Wealth systems, processes and procedures ensuring consistent outcomes for clients
- Always display the highest levels of conduct and integrity
- Identify needs and introduce wider AAB Group services to clients
Experience & qualifications
- QUALIFICATIONS
- CII Diploma in Regulated Financial Planning (or level 4 equivalent) as a minimum. CII Advanced Diploma in Regulated Financial Planning (or level 6 equivalent) preferred
- EXPERIENCE
- Experience gained in a similar role
- Previous experience in financial services, operations and technical roles
- Proven track record building client relationships
- KNOWLEDGE
- Solid knowledge of the financial planning process and solutions
- Solid understanding of the regulatory obligations of financial planners and financial planning firms
- SKILLS & QUALITIES
- Strong communicator
- Ability to work on a wide range of client cases simultaneously, delivering to deadlines
- Strong commercial awareness
- Ability to identify improvements and communicate solutions
- Strong problem solving and decision-making skills
- A role model for others, setting excellent standards and high expectations
- Willing to aid in the personal development of less experienced team members by sharing knowledge and providing feedback
- An effective team player, with a one team attitude
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
Financial Planner employer: AAB group
AAB is an exceptional employer that fosters a collaborative and supportive work culture, particularly in our Stirling office. We prioritise employee growth through continuous training and development opportunities, ensuring that our team members are well-equipped to excel in their roles. With a focus on innovation and process improvement, we offer a dynamic environment where your contributions directly impact our clients and the success of the firm.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AAB group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AAB group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AAB group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AAB group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AAB group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AAB group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AAB group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
