AAB in Horsham is seeking a Client Relationship Support within our Wealth department. You will support Financial Planners, build client relationships, and help prepare cash flow reports and suitability analyses to support financial plans.
The role requires 1-2 years of relevant experience, ability to work to tight deadlines, and strong teamwork and communication. DipPFS in progress is desirable; we offer training and development in a supportive environment.
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Wealth Client Relationship Specialist (Hybrid) in Horsham employer: AAB
AAB is an exceptional employer that fosters a collaborative and growth-oriented work culture in the heart of Glasgow. With a strong focus on employee development, you will have ample opportunities to mentor others and advance your career while working alongside industry leaders. The firm offers a hybrid working model, ensuring a healthy work-life balance, and is committed to driving innovation and value for its clients, making it a rewarding place to build your career in indirect tax.
