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- Tasks: Support the team in delivering top-notch client service and onboarding new clients.
- Company: AAB Wealth is a leading independent financial planning firm in the UK, dedicated to client success.
- Benefits: Enjoy a progressive work environment with opportunities for growth and collaboration.
- Why this job: Join a vibrant team that values positivity, enthusiasm, and community engagement.
- Qualifications: Must be working towards a Certificate in Financial Services and have relevant experience.
- Other info: This is an entry-level, full-time position based in Edinburgh.
The predicted salary is between 30000 - 42000 £ per year.
Join to apply for the Client Service Support role at AAB1 week ago Be among the first 25 applicantsJoin to apply for the Client Service Support role at AABABOUT 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.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, in the Edinburgh office , 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
At AAB you will have tremendous opportunities that will meet your career aspirations, working in a progressive, energetic and stimulating environment alongside supportive and engaging professional teammates.
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Client Service Support employer: AAB
Contact Detail:
AAB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Support
✨Tip Number 1
Familiarise yourself with AAB Wealth's values and mission. During any interactions, whether in interviews or networking, demonstrate how your personal values align with theirs, especially around client passion and collaboration.
✨Tip Number 2
Research the financial planning industry and current trends. Being knowledgeable about recent developments will not only impress during interviews but also show your commitment to the role and the company.
✨Tip Number 3
Prepare specific examples from your past experiences that showcase your organisational skills and attention to detail. These are crucial for the Client Service Support role, so having relevant anecdotes ready can set you apart.
✨Tip Number 4
Network with current or former employees of AAB Wealth on platforms like LinkedIn. Engaging with them can provide insider insights into the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace Client Service Support
Some tips for your application 🫡
Understand the Company Values: Before applying, take some time to understand AAB Wealth's core values. Tailor your application to reflect how you embody these values, such as collaboration and client passion.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in client service roles or financial planning. Be specific about your responsibilities and achievements that align with the job description.
Showcase Your Skills: Make sure to highlight your organisational skills, attention to detail, and communication abilities. Use examples from past experiences to demonstrate how you've successfully used these skills in a professional setting.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you want to work at AAB Wealth and how you can contribute to their mission.
How to prepare for a job interview at AAB
✨Understand AAB's Values
Before your interview, take some time to familiarise yourself with AAB's core values. They prioritise their people, client passion, collaboration, and community involvement. Demonstrating how your personal values align with theirs can make a strong impression.
✨Showcase Your Organisational Skills
As a Client Service Support role requires excellent organisational skills, be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects. Highlighting your ability to work under tight deadlines will also be beneficial.
✨Prepare for Client-Focused Questions
Since the role revolves around providing high-quality client service, expect questions about how you would handle various client scenarios. Think of examples where you put the client first and resolved issues effectively, showcasing your problem-solving skills.
✨Familiarise Yourself with Financial Products
Having a good understanding of financial products and plans is crucial for this position. Brush up on your knowledge of relevant legislation and industry best practices, as this will demonstrate your commitment to the role and your readiness to contribute from day one.
