Financial Planning Associate

1 week ago

Aberdeen, Aberdeen City, United Kingdom AAB Wealth Limited Full time

Vacancy Name
Financial Planning Associate

Vacancy Number
VN687

Employment Type
Permanent

Location
Scotland

Job Details

ABOUT US
AAB 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 fun.
JOB PURPOSE
Location - Aberdeen, Edinburgh, Glasgow, Bishopbriggs

AAB Wealth is in an exciting growth phase, which has led to the expansion of the operations team. As a Financial Planning Associate, you will have a key role in supporting the AAB Wealth team in the delivery of high-quality client service. You will support the AAB Wealth team in creating comprehensive financial planning plans and drafting advice for new and existing clients. A key aspect to this role, is client relations, where you will be a key point of contact for clients.

KEY RESPONSIBILITIES
  • Support the Financial Planners, applying your technical knowledge to provide client solutions
  • Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service
  • Build client relationships, establishing a key point of contact role for clients
  • Carry out research, analysis and due diligence of client holdings
  • Prepare technical calculations
  • Identify information required to compile a financial plan
  • Prepare client cash flow reports, using our cash flow modelling software
  • Prepare suitability reports to a high standard, in line with our recommendations
  • Attend client meetings where appropriate
  • Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey
  • Work to target Key Performance Indicators / Service Level Agreements
  • Work collaboratively with the client services support team, to ensure recommendations are correctly implemented
  • Review client files upon completion of business
  • 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
  • Keep up to date with legislative changes and adhere to compliance requirements at all times
PERSON SPECIFICATION

Qualifications
  • CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
  • CII Advanced Diploma in Financial Planning (working towards preferred)
Experience
  • 3-4 years' relevant work experience
  • Previous experience of working in a similar role
  • Working to tight deadlines
  • Analysing client portfolios
  • Technical compliance and advisory work
Knowledge
  • Sound knowledge of financial products and plans and technical calculations
  • Good working knowledge of relevant legislation and industry best practice
  • Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages
Skills & Qualities
  • Excellent organisational skills
  • Strong communication skills - both written and oral
  • Excellent attention to detail
  • Logical thinking and problem-solving skills
  • Ability to have the client at the heart of what the teams 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, and able to develop ideas into practice
  • Dedication to continuing professional development (CPD)

At 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. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Salary
Competitive
#J-18808-Ljbffr

  • Financial Adviser

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom VT WEALTH | Financial Planning Specialists Full time

    Role purpose: To work with private individuals and business owners to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources/existing contacts to the business. A full support team will be...

  • Financial Planning Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Full time

    Description £24,000 to £30,000 plus benefits IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners. As the IFA Administrator...

  • Head of Planning

    4 days ago

    Aberdeen, Aberdeen City, United Kingdom James Fisher and Sons plc Full time

    About The RoleHead of PlanningJames Fisher DefenceAberdeen or GlasgowThe RoleWe have an amazing opportunity for a Head of Planning to create a new global planning function which will be a key enabler of vital business process in line with the company's strategic objectives and drive for Scalability.We will look to you to drive best practice across the...

  • Head of Planning

    23 hours ago

    Aberdeen, Aberdeen City, United Kingdom James Fisher and Sons plc Full time

    About The RoleHead of PlanningJames Fisher DefenceAberdeen or GlasgowThe RoleWe have an amazing opportunity for a Head of Planning to create a new global planning function which will be a key enabler of vital business process in line with the company's strategic objectives and drive for Scalability.We will look to you to drive best practice across the...

  • Business Planning

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom Petrogas E&P Full time

    Petrogas North Sea Ltd (PNS) is a leading energy company and part of MB Holding, a globally diversified group with operations across oil and gas, mining, and engineering. At PNS, we are committed to operational excellence, innovation, and driving sustainable growth in the energy sector.We are seeking a highly skilled and motivated Business Planning & Joint...

  • Financial Adviser

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Major Recruitment Full time

    Job Description Location: Bridge of DonRole: Financial AdviserRequirements: Qualified to Level 4 - Diploma in Regulated Financial PlanningContract: PermanentDuties: An exciting opportunity has arisen to join our highly established and reputable client as a Financial Adviser. To work with private individuals and business owners to identify their financial...

  • Financial Planner

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom Azets Wealth Management Full time

    Are you interested in working for a rapidly evolving company? Want a career where no two days are the same? Want the flexibility to work from one of our many offices across the UK?Who are Azets?Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We have a wide network of employees and an abundance...

  • Financial Planner

    23 hours ago

    Aberdeen, Aberdeen City, United Kingdom Azets Wealth Management Full time

    Are you interested in working for a rapidly evolving company? Want a career where no two days are the same? Want the flexibility to work from one of our many offices across the UK?Who are Azets?Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics. We have a wide network of employees and an abundance...

  • Financial Advisor

    4 days ago

    Aberdeen, Aberdeen City, United Kingdom UNAVAILABLE Full time

    OverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...

  • Financial Advisor

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom UNAVAILABLE Full time

    OverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...

  • Financial Planner

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Full time

    Description £60,000 to £75,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client...

  • Financial Planner

    4 days ago

    Aberdeen, Aberdeen City, United Kingdom TN United Kingdom Full time

    Salary: £60,000 to £75,000 plus bonus and benefitsPosition: Financial PlannerA prominent regional IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners and professionals. In this role, you will operate in an advice-first environment, focused on the long-term financial success of the client...

  • Financial Planner

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom TN United Kingdom Full time

    Salary: £60,000 to £75,000 plus bonus and benefitsPosition: Financial PlannerA prominent regional IFA is seeking a Financial Planner to provide personal advice to HNW individuals, including business owners and professionals. In this role, you will operate in an advice-first environment, focused on the long-term financial success of the client...

  • Senior Associate

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JMC Legal Recruitment Full time

    This Top 25 firm has a well-established national Environmental team, highly rated by the Legal 500.The firm seeks an Environmental Senior Associate (7+ PQE) to join their vibrant Aberdeen office.Join their Scotland team and benefit from exceptional work, market-leading remuneration and a short pathway to Partnership with this preeminent international...

  • Financial Adviser

    6 days ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Elevate your career as a financial adviser at Mattioli WoodsAre you an experienced financial adviser and feeling limited in your current role? We're looking for professionals like you to join our advisory teams in Aberdeen, Edinburgh, or Glasgow.We are recruiting for experienced financial advisers to join our teams in Aberdeen, Edinburgh, or Glasgow on a...

  • Senior Associate

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JMC Legal Recruitment Full time

    Senior Associate - Private Client BBBH52594_1716902843 A leading Legal 500 Scottish firm is seeking to appoint a Private Client Senior Associate (6-10 years PQE) to join their dynamic Aberdeen office. This role is ideal for solicitors looking for a varied workload, excellent benefits, and a warm, supportive working environment. It's a great...

  • Associate Dentist

    4 days ago

    Aberdeen, Aberdeen City, United Kingdom DentalJobs Full time

    About the job Associate Dentist - Banchory Dental PracticeWe are currently recruiting an Associate Dentist to join our friendly team at Banchory Dental Practice. You will be joining two associates and working with an excellent support team on a full or part-time basis. This lovely practice is located just 30 minutes drive from Aberdeen City.This practice is...

  • Financial Controller

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom Hutcheon Mearns Ltd Full time

    Hutcheon Mearns have been engaged by a global PE backed energy service company to source a Financial Controller on a full time basis. This maternity cover role is offered on a fixed-term 14 month contract. The role will be based in Bridge of Don with flexible working on offer.This Finance Leadership position provides Accounting and Financial Reporting, and...

  • Financial Controller

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom Hutcheon Mearns Full time

    Hutcheon Mearns have been engaged by a global PE backed energy service company to source a Financial Controller on a full time basis. This maternity cover role is offered on a fixed-term 14 month contract. The role will be based in Bridge of Don with flexible working on offer. This Finance Leadership position provides Accounting and Financial...

  • Associate - Private Client

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JMC Legal Recruitment Full time

    Associate - Private Client BBBH52593_1716901840 A leading Legal 500 Scottish firm is seeking to appoint a Private Client Associate (4-6 years PQE) to join their dynamic Aberdeen office. This role is ideal for solicitors looking for a varied workload, excellent benefits, and a warm, supportive working environment. It's a great opportunity to advance...