Client Service Support

Join to apply for the Client Service Support role at AAB1 week ago Be among the first 25 applicantsJoin to apply for the Client Service Support role at AABABOUT USAAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with tailored financial planning to help them achieve the best from life.ABOUT USAAB Wealth is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with tailored financial planning to help them achieve the best from life.Our values are:* Nothing is more important than our people* Clients are our passion* Collaboration is our superpower* We respect and trust each other* We are active members of our local and global community* We have an ethos of positivity, enthusiasm and funJOB PURPOSEAAB Wealth is in an exciting growth phase, which has led to the expansion of the operations team. As a Client Services Support, in the Edinburgh office, you will have a key role in supporting the AAB Wealth team in the delivery of high-quality client service. You will support in onboarding new clients, gathering data on client's existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. A good understanding of business disciplines is required, along with the ability to apply technology to your work.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 receive high quality service at all times* 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'scommitment to continuous improvement* Adhere to regulatory conduct rules, and understand professional ethics and the firm's methods and standards of workingPERSON SPECIFICATIONQUALIFICATIONS* 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 deadlinesKNOWLEDGE* 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 plansSKILLS & 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 practiceAt AAB you will have tremendous opportunities that will meet your career aspirations, working in a progressive, energetic and stimulating environment alongside supportive and engaging professional teammates.AAB Group is an equal opportunity employer. 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