Wealth Planner: Trusted Advisor Driving Client Growth

Wealth Planner: Trusted Advisor Driving Client Growth

Full-Time 59400 - 72600 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Build lasting client relationships and deliver top-notch financial planning services.
  • Company: AAB, a leading professional services firm in wealth management.
  • Benefits: Flexible hybrid working, competitive salary, and dedicated professional development.
  • Why this job: Join a dynamic team and make a real impact on clients' financial futures.
  • Qualifications: Strong communication skills and a passion for financial planning.

The predicted salary is between 59400 - 72600 Β£ per year.

AAB is a leading professional services firm delivering wealth management and financial planning services from London.

The Wealth department serves individuals and family businesses with a full suite of advisory services.

The role focuses on building lasting client relationships, delivering high-quality financial planning, and growing the business in line with firm objectives.

AAB supports flexible, hybrid working and dedicated professional development.

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Wealth Planner: Trusted Advisor Driving Client Growth 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.

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Contact Details:

AAB Recruitment Team

We think you need these skills to ace Wealth Planner: Trusted Advisor Driving Client Growth

Client Relationship Management
Financial Planning
Advisory Services
Business Development
Communication Skills
Analytical Skills
Attention to Detail