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- Tasks: Support client relationships and ensure high-quality service delivery.
- Company: Join AAB, a leading professional services firm with a collaborative culture.
- Benefits: Enjoy flexible working, private medical insurance, and generous leave options.
- Other info: Opportunities for professional development and a commitment to ESG initiatives.
- Why this job: Make a real impact while building your career in a supportive environment.
- Qualifications: Seeking motivated individuals with strong communication and organisational skills.
The predicted salary is between 28800 - 43200 £ 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.
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 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.
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.
Client Relationship Support in Glasgow employer: AAB
Contact Detail:
AAB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Support in Glasgow
✨Tip Number 1
Network like a pro! Reach out to current employees at AAB on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Client Relationship Support role.
✨Tip Number 2
Prepare for the interview by researching AAB's values and recent projects. Show us that you understand our commitment to client relationships and how you can contribute to our team culture.
✨Tip Number 3
Practice your communication skills! Since this role is all about building relationships, be ready to demonstrate your ability to connect with clients and colleagues during the interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team.
We think you need these skills to ace Client Relationship Support in Glasgow
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Relationship Support role. Highlight your relevant experience and skills that align with what we’re looking for, like your organisational skills and client-focused approach.
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate your written communication skills. Keep it clear, concise, and professional while still showing a bit of your personality!
Highlight Your Team Spirit: We love team players! Mention any experiences where you’ve successfully collaborated with others or built effective relationships. This will show us you can thrive in our supportive culture.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way to ensure it gets to the right people and helps us get to know you better.
How to prepare for a job interview at AAB
✨Know Your Stuff
Before the interview, make sure you understand AAB's services and values. Familiarise yourself with their approach to client relationships and how they support individuals and businesses. This will help you demonstrate your genuine interest in the role and the company.
✨Showcase Your Communication Skills
As a Client Relationship Support role requires strong communication, prepare examples of how you've effectively communicated with clients or team members in the past. Be ready to discuss how you can maintain clear and timely updates throughout the client journey.
✨Highlight Your Organisational Skills
AAB values excellent organisational skills, so come prepared with examples of how you've managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised and ensure high-quality service delivery.
✨Emphasise Teamwork and Initiative
AAB is all about collaboration and being a good team player. Share experiences where you've worked well in a team or taken the initiative to improve processes. This will show that you align with their core values and are ready to contribute positively to their culture.