About Us
AAB Wealth is in an exciting growth phase, expanding the operations team. As a Junior Client Support Administrator at AAB Wealth, you will support the client services team in delivering high‑quality client service. You will help onboard new clients, gather data on existing plans, prepare for client meetings, and implement financial planning advice for new and existing clients.
Location
London
Job Purpose
At AAB Wealth, the Junior Client Support Administrator will support the team in ensuring high‑quality client service. You will record and maintain accurate client records on the back‑office system, prepare and monitor the delivery of client work, liaise with product and investment providers, and promote continuous improvement. Entry level – full‑time.
Key Responsibilities
* Record and maintain accurate client records on the 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 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.
Salary
Competitive
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Other
Industries
Professional Services
Equal Opportunity Statement
AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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.
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