Paraplanner

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.

Final date to receive applications: 6 March 2026

Department: Wealth

Location: Aberdeen

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

• CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
• CII Advanced Diploma in Financial Planning (working towards preferred)

• 3-4 years’ relevant work experience
• Previous experience of working in a similar role
• Working to tight deadlines
• Analysing client portfolios
• Technical compliance and advisory work

• Sound knowledge of financial products and plans and technical calculations
• Good working knowledge of relevant legislation and industry best practice
• Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages

• 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)

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.

• 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

• 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 to support you and your family

• Hybrid working model
• Agile working culture that supports flexible hours and smarter working
• Modern office spaces designed for collaboration, focus, and wellbeing

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.