Financial Planner

AAB

Financial Planner delivering regulated advice and building client relationships for AAB Wealth, a UK professional services firm. Driving growth, referrals, and high-quality client outcomes.

Posted 8/13/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and regulatory compliance, with a strong ability to build client relationships and deliver high-quality advice. Capable of managing multiple client cases while fostering team collaboration and supporting the development of team members.

Highest-signal resume keywords

CII Diploma In Regulated Financial PlanningFinancial Planning Process KnowledgeRegulatory Obligations UnderstandingClient Relationship BuildingProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Communication SkillsEffective Team-Player MindsetCommercial AwarenessDecision-Making Skills

Tools & Technologies

AAB Wealth SystemsAAB Wealth ProcessesAAB Wealth Procedures

Certifications & Qualifications

CII Diploma In Regulated Financial Planning

Industry Keywords

Financial ServicesClient DeliveryRisk-Based MonitoringBusiness GrowthAgile Methodology

About the role

Key responsibilities & impact

Establish yourself as a trusted advisor and primary contact for clients
Deliver high-quality advice and seek the best outcomes for clients
Act as an ambassador for the firm and develop internal and external networks
Create referral opportunities and drive business growth and revenue
Manage priorities and ensure timely client delivery in an agile way
Adhere to regulatory obligations and risk-based monitoring requirements
Support and develop the AAB Wealth team by sharing knowledge
Collaborate across the team and take ownership of efficient client-work delivery
Use AAB Wealth systems, processes, and procedures consistently
Maintain the highest standards of conduct and integrity
Identify client needs and introduce wider AAB Group services

Requirements

What you’ll need

CII Diploma in Regulated Financial Planning (or level 4 equivalent) as a minimum
Experience gained in a similar role
Previous experience in financial services, operations, and technical roles
Proven track record building client relationships
Solid knowledge of the financial planning process and solutions
Solid understanding of regulatory obligations for financial planners and firms
Strong communication skills
Ability to manage a wide range of client cases simultaneously and meet deadlines
Strong commercial awareness
Ability to identify improvements and communicate solutions
Strong problem-solving and decision-making skills
Ability to serve as a role model and set excellent standards
Willingness to support the personal development of less experienced team members by sharing knowledge and feedback
Effective team-player mindset

Benefits

Comp & perks

Annual leave plus public holidays, with the option to buy or carry over leave
Enhanced parental leave (maternity, paternity, adoption)
Paid volunteering day
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
Competitive pension scheme
Life assurance policies
Hybrid working model
Agile working culture supporting flexible hours and smarter working
Modern office spaces designed for collaboration, focus, and wellbeing
Tailored training, professional qualifications, and continuous support