Paraplanner
Application Deadline: 6 March 2026
Department: Wealth
Employment Type: Permanent
Location: Crawley
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
* Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
* Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
* Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
* Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
* Relationship building - liaison with clients by telephone, letter, email and attending meetings
* Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process
* Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan
Experience & qualifications
You will be expected to have worked in a similar role previously and offer strong experience working with high net worth UK resident private clients and delivering financial planning and investment management services.
You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework and its application to an independent advisory firm is also essential. You should be qualified or working towards to Chartered and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.
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.