Financial Planning Associate - #1786585

Location Glasgow

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 - 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