At a Glance
- Tasks: Support Financial Planners and deliver excellent client service through research and analysis.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible working options.
- Other info: Embrace a culture of continuous improvement and professional development.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: 3-4 years of relevant experience and strong communication skills required.
The predicted salary is between 35000 - 45000 £ 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.
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
- Support the Financial Planners, applying your technical knowledge to provide client solutions.
- Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
- Build client relationships, establishing a key point of contact role for clients.
- Carry out research, analysis and due diligence of client holdings.
- Prepare technical calculations.
- Identify information required to compile a financial plan.
- Prepare client cash flow reports, using our cash flow modelling software.
- Prepare suitability reports to a high standard, in line with our recommendations.
- Attend client meetings where appropriate.
- Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
- Work to target Key Performance Indicators / Service Level Agreements.
- Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
- Review client files upon completion of business.
- 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.
- Keep up to date with legislative changes and always adhere to compliance requirements.
Experience & Qualifications
- Qualifications: CII Diploma in Regulated Financial Planning (DipPFS) (desirable), CII Advanced Diploma in Financial Planning (working towards preferred).
- Experience: 3-4 years’ relevant work experience, previous experience of working in a similar role, working to tight deadlines, analysing client portfolios, technical compliance and advisory work.
- Knowledge: Sound knowledge of financial products and plans and technical calculations, good working knowledge of relevant legislation and industry best practice, knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages.
- Skills & Qualities: Excellent organisational skills, strong communication skills – both written and oral, excellent attention to detail, logical thinking and problem-solving skills, ability to have the client at the heart of what the teams 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, and able to develop ideas into practice, dedication to continuing professional development (CPD).
WHAT AAB OFFER
- 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.
Paraplanner in Edinburgh employer: AAB
AAB is an exceptional employer that fosters a collaborative and supportive work culture, making it an ideal place for Strategic HR Consultants to thrive. With a strong emphasis on professional development and mentoring, employees are encouraged to grow their skills while contributing to meaningful client advisory projects in the vibrant city of Belfast. The hybrid working model further enhances work-life balance, allowing for flexibility and innovation in delivering HR consulting services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Edinburgh
✨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 Paraplanner in Edinburgh
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.
