At a Glance
- Tasks: Support the AAB Wealth team in delivering top-notch client service and onboarding new clients.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive pay, health insurance, flexible working, and generous leave options.
- Other info: Be part of a growing team with excellent career development opportunities.
- Why this job: Make a real impact while building strong client relationships in a supportive environment.
- Qualifications: Strong communication, organisational skills, and a passion for client service are essential.
The predicted salary is between 25000 - 32000 £ per year.
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.
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.
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
AAB Wealth is in an exciting growth phase, which has led to the expansion of the operations team. As Client Relationship 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.
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 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
Experience & qualifications
- 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.
- 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
- 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
- Competitive pension scheme
- Life assurance policies to support you and your family
- 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.
Client Relationship Support (Graduate) in Leeds employer: AAB Group
AAB is an exceptional employer that prioritises the growth and wellbeing of its team members in Glasgow. With a strong commitment to professional development, we offer tailored training and support, ensuring you have the tools to succeed in your career. Our collaborative work culture, combined with a comprehensive benefits package, including flexible working options and health support, makes AAB a rewarding place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support (Graduate) in Leeds
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like AAB Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from AAB Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like AAB Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Relationship Support (Graduate) in Leeds
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in AAB Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show AAB Group how you can be a team player!
How to prepare for a job interview at AAB Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with AAB Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with AAB Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
