Client Relationship Support

Application Deadline: 6 March 2026

Department: Wealth

Employment Type: Permanent

Location: Edinburgh

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.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

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 simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITTMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

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

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

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.

ROLE PURPOSE

Experience & qualifications

WHAT AAB OFFER

About AAB