At a Glance
- Tasks: Support client relationships by maintaining records and ensuring high-quality service delivery.
- Company: Join a forward-thinking firm dedicated to client satisfaction and continuous improvement.
- Benefits: Enjoy flexible working, private medical insurance, and generous leave options.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Cert CII (FS) or working towards it; previous experience in a similar role preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
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 offers:
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
Application Deadline: 12 June 2026
Department: Wealth
Location: Glasgow
Client Relationship Support in Bishopbriggs employer: AAB
AAB is an exceptional employer located in Glasgow, offering a supportive work environment that prioritises employee wellbeing and professional growth. With a comprehensive benefits package, including flexible working options and a commitment to continuous improvement, AAB fosters a culture of collaboration and innovation, making it an ideal place for those seeking a meaningful career in client relationship support.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Support in Bishopbriggs
✨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. 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 Client Relationship Support in Bishopbriggs
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.
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'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
✨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.
✨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 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 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.
