Paraplanner

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 over 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: Crawley

Key duties & responsibilities

• Analysis – full analysis of clients' requirements, development of cash flow models and accurate recording of client data.
• Solutions – construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
• Recommendations – preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process.
• Reviews – preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Relationship building – liaison with clients by telephone, letter, email and attending meetings.
• Coordination – working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Partners – working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.

You will be expected to have worked in a similar role previously and offer strong experience working with high net worth UK resident private clients and delivering financial planning and investment management services.

You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework and its application to an independent advisory firm is also essential. You should be qualified or working towards Chartered status and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.

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.