Wealth Client Support Specialist

AAB group; Horsham; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Annual leave

Enhanced parental leave

Paid volunteering day

Private Medical Insurance

Employee Assistance Programme

Death in Service benefit

Competitive pension

Life assurance

Hybrid working model

Agile working culture

Job summary

AAB is seeking a Client Relationship Support in Horsham, within Wealth. You will support Financial Planners, manage client relationships, and produce cash flow reports and suitability documentation.

The role requires 1-2 years of relevant experience, a DipPFS in progress, and strong communication. AAB offers a hybrid working model and a comprehensive benefits package to support your growth.

Qualifications

• DipPFS (working towards)
• 1-2 years’ relevant work experience
• Knowledge of financial products and regulations

Responsibilities

• Support Financial Planners with client solutions
• Build client relationships and be the key contact
• Prepare client cash flow reports and simple calculations
• Attend client meetings and update planners as needed
• Ensure compliance with regulatory conduct rules

Skills

Organisational skills

Communication

Attention to detail

Relationship building

Team player

Initiative

CPD focus

Education

DipPFS (in progress)

Tools

Microsoft Office

Job description

AAB is seeking a Client Relationship Support in Horsham, within Wealth. You will support Financial Planners, manage client relationships, and produce cash flow reports and suitability documentation.

The role requires 1-2 years of relevant experience, a DipPFS in progress, and strong communication. AAB offers a hybrid working model and a comprehensive benefits package to support your growth.