Client Relationship

description

discover your potential. Build your career. Join us at aab.

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 a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

Final date to receive applications: 13 march 2026

department: wealth

location: edinburgh

our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and direct advice. That’s what makes aab different. We invest in talent, offering training, professional qualifications, and continuous support to help you grow. Your growth matters. We provide tools, encouragement, and opportunities to lead, learn, and make an impact.

Guided by our six core values, we foster a culture of collaboration, trust, and enthusiasm. At aab, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who makes a difference every day. If you’re ready to join a team that’s united by purpose and driven by values, we’d love to hear from you.

esg commitment: we take our responsibility seriously. From reducing our environmental impact to supporting education through training and talent programmes and giving back to local communities with our chritial initiative abbie- esg is part of who we are.

• 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.

• certificate in financial services (cert cii (fs)) – units r01 & lp2 (minimum/working towards)
• working towards cii diploma in regulated financial planning (dippfs)

• previous experience of working in a similar role
• experience of working to tight deadlines

• knowledge of microsoft outlook, word, excel, power point and relevant software packages
• working knowledge of relevant legislation and industry best practice
• knowledge of financial products and plans

• 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

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.

• 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

• 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

• competitive pension scheme
• life assurance policies to support you and your family

• 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.