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Client Relationship Support

AAB

Job Location:

Horsham - UK

Monthly Salary: Not provided by the employer

Posted: 25 September 2026 (Yesterday)

Application Deadline: 23 December 2026

Vacancies: 1 Vacancy

Job Summary

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 1000 team members we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WELL 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. Thats 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. Well 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 thats becoming a technical expert a future leader or someone who simply makes a difference every day. If youre ready to be part of a team thats united by purpose and driven by values wed love to hear from you.

ESG COMMITMENT

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:

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 firms commitment to continuous improvement.
Adhere to regulatory conduct rules and understand professional ethics and the firms methods and standards of working.
Keep up to date with legislative changes and always adhere to compliance requirements.

Experience & qualifications

QUALIFICATIONS

CII Diploma in Regulated Financial Planning (DipPFS) (working towards)

EXPERIENCE

1-2 years relevant work experience
Working to tight deadlines
Analysing client portfolios
Technical compliance and advisory work

KNOWLEDGE

Financial products and plans and simple 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)

WHAT AAB OFFER

We want you to feel supported inside and outside of work. Thats 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.

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