Client Relationship Support

Client Relationship Support

Application Deadline: 15 May 2026

Department: Wealth

Employment Type: Permanent

Location: Edinburgh

Description

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid market, supporting individuals, family businesses, and organisations with audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients worldwide.

ROLE PURPOSE

• 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

PERSON SPECIFICATION

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 OFFER 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.