About this role
Financial Planner
Application Deadline: 4 September 2026
Department: Wealth
Employment Type: Permanent
Location: London
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.
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 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:
- Establish yourself as a trusted advisor and primary contact for clients
- Demonstrate a client first attitude, always seeking the best outcome for clients through delivery of high-quality advice
- Be an ambassador for the firm, developing your network both internally and externally, creating opportunities for referrals
- Drive business growth and revenue in line with firm strategy and objectives
- Work in an agile way to manage priorities, and ensure timely delivery for clients
- Adhere to regulatory obligations for role, consistently meeting requirements under risk-based monitoring metrics
- Support and develop the AAB Wealth team by sharing knowledge
- Work collaboratively across the team, taking ownership for efficient delivery of client work
- Fully engage with AAB Wealth systems, processes and procedures ensuring consistent outcomes for clients
- Always display the highest levels of conduct and integrity
- Identify needs and introduce wider AAB Group services to clients
Experience & qualifications
QUALIFICATIONS
- CII Diploma in Regulated Financial Planning (or level 4 equivalent) as a minimum.
- CII Advanced Diploma in Regulated Financial Planning (or level 6 equivalent) preferred
EXPERIENCE
- Experience gained in a similar role
- Previous experience in financial services, operations and technical roles
- Proven track record building client relationships
KNOWLEDGE
- Solid knowledge of the financial planning process and solutions
- Solid understanding of the regulatory obligations of financial planners and financial planning firms
SKILLS & QUALITIES
- Strong communicator
- Ability to work on a wide range of client cases simultaneously, delivering to deadlines
- Strong commercial awareness
- Ability to identify improvements and communicate solutions
- Strong problem solving and decision-making skills
- A role model for others, setting excellent standards and high expectations
- Willing to aid in the personal development of less experienced team members by sharing knowledge and providing feedback
- An effective team player, with a one team attitude
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.
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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