Location London Job Details About Us AAB Wealth is in an exciting growth phase, which has led to the expansion of the operations team. As a Client Services Support, you will have a key role in supporting the AAB Wealth team in the delivery of high-quality client service. You will support client support team in onboarding new clients, gathering data on client’s existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. 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 Junior Client Support Administrator, in the London-Gatwick office, you will have a key role in supporting the AAB Wealth team in the delivery of high-quality client service. You will support in onboarding new clients, gathering data on client’s existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. A good understanding of business disciplines is required, along with the ability to apply technology to your work. Key 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. Assist the client support team in preparing 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. 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. 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. Disclaimer Unsolicited CV’s 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. Salary Competitive