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 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) THE BENEFITS Over the years, AAB has been recognised for its excellent working practices by some of the most prestigious award bodies in the UK. We pride ourselves in the fact that our approach across the AAB Group has gained an excellent reputation and is loved by our employees. Some of our benefits are Hybrid, agile and family friendly working practices to enable you to manage your work life alongside your home life Ongoing personalised coaching and mentoring programmes to maximize your potential Full payment of private healthcare and dental care Workplace pension Regular updates from our Health & Wellbeing team and access to all Headspace resources We're energetic people who like nothing more than having a bit of fun; with our Social Club organising frequent staff events and initiatives Volunteering leave through the AABIE Charitable Initiative Working at a recognised Best Company and Sunday Times 100 Best Companies to Work For Regular communication from our leadership team regarding AAB Group activities and initiatives 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.