Client Relationship Support

Client Relationship Support

Application Deadline: 22 May 2026

Department: Wealth

Employment Type: Permanent

Location: Crawley

Role Purpose

Key duties & 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 always receive high quality service.
• 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's commitment to continuous improvement.
• Adhere to regulatory conduct rules and understand professional ethics and the firm's methods and standards of working.

Experience & Qualifications

Qualifications

• 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 deadlines

Knowledge

• 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 plans

Skills & 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 practice

What AAB Offers

We want you to feel supported inside and outside of work. That's why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

• Annual leave (plus public holidays), with the option to buy or carry over leave
• Enhanced parental leave (maternity, paternity, adoption)
• Paid volunteering day to support causes that matter to you

Health & Wellbeing

• Private Medical Insurance (PMI) for you and the option to cover family members
• Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
• Death in Service benefit

Financial Security

• Competitive pension scheme
• Life assurance policies to support you and your family

Flexible & Agile Working

• Hybrid working model
• Agile working culture that supports flexible hours and smarter working
• Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer: Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.