At a Glance
- Tasks: Support financial education programmes and build relationships with corporate clients.
- Company: AAG, a fast-growing company focused on financial wellbeing.
- Benefits: Competitive salary, private medical insurance, and generous holiday allowance.
- Other info: Enjoy a collaborative culture with opportunities for personal development.
- Why this job: Join a purpose-driven team and make a real impact in financial education.
- Qualifications: 1 year of client support experience and strong communication skills.
The predicted salary is between 30000 - 35000 £ per year.
Location: London office-based with access to working from home days
Salary: £30,000 – £35,000 (Experience dependent) + Discretionary bonus
Hours: Full-time
At AAG, we believe financial wellbeing should be accessible, engaging and genuinely useful. Since 1995, we’ve supported individuals and businesses alike through award-winning financial education and comprehensive wealth management services. We’ve built a collaborative culture that celebrates curiosity, commitment, and connection and we’re proud to be growing fast.
As part of this growth, we’re looking for an Account Associate to support our Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contribute directly to new business development and commercial growth in a forward-thinking, purpose-driven business.
What You’ll Be Doing:
This role is focused on supporting the delivery of engaging financial education programmes for our corporate clients, while also playing a key role in building and nurturing relationships that unlock new opportunities. You’ll work closely with senior colleagues across Financial Education and Business Development to ensure clients and prospects are onboarded into AAG Financial Education and receive a market leading experience.
Your responsibilities will include:
- Coordinating the onboarding journey for new corporate clients
- Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects
- Coordinating meetings, follow-ups and communications with clients, partners, and new business leads
- Supporting the creation and delivery of tailored financial education proposals and programmes
- Helping organise and deliver virtual and in-person events, including new client pitches and demos
- Producing client-facing materials such as agendas, impact reports and feedback summaries
- Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities
- Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey
- Keeping the CRM updated and supporting pipeline management activity
What You’ll Bring:
This is an ideal role for someone who’s highly organised, people-oriented, and commercially curious, ready to contribute to both new business success and client satisfaction.
Skills & Experience
Essential
- Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable)
- Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management
- Proficient in using email marketing software (e.g. Dot digital, Mailchimp)
- Experience in planning, creating, and delivering successful email marketing campaigns and supporting marketing materials (e.g. brochures, event invites, social graphics)
- Excellent attention to detail and strong written and verbal communication skills
- A genuine interest in developing commercial skills and growing within a client-facing environment
- A proactive mindset with the ability to manage multiple tasks, prioritise effectively, and spot opportunities
- A friendly, professional, and adaptable approach to working with people at all levels
Desirable
- A genuine interest in financial wellbeing, financial education, or employee benefits
Why Join Us:
We’re proud to offer a culture that values wellbeing, personal development and balance. As part of the AAG team, you’ll benefit from:
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + 3 extra days off between Christmas and New Year.
- Competitive pension scheme
- Access to funded Private Medical Insurance
- 'Family Friday' – finish early on the last Friday of each month
- Daily breakfast in the office
- Team and company-wide social events
Please note: All roles at AAG are subject to standard financial and identity checks.
Account Associate in Slough employer: AAG Financial Education
At AAG, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee wellbeing and personal development. As an Account Associate in our London office, you will enjoy a competitive salary, generous holiday allowance, and unique perks such as early finishes on 'Family Fridays' and daily breakfast in the office. Join us to be part of a purpose-driven team where your contributions directly impact financial education and client satisfaction, all while enjoying opportunities for professional growth in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Account Associate in Slough
✨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 AAG Financial Education. 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 Account Associate in Slough
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 AAG Financial Education.
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 AAG Financial Education'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 AAG Financial Education
✨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 AAG Financial Education.
✨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 AAG Financial Education 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 AAG Financial Education 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.
