AAB Wealth Technical Manager awarded two Top Performer awards

The Insurance Institute of Aberdeen held their inaugural Achiever’s Event last month, celebrating the success of those who have passed exams or completed new qualifications over the last three years.

It was great to see such a large turnout from the team in support of Jack Swan, Technical Manager and Kirsty Young, Financial Planning Associate, who were both nominated for Top Performer awards.

Jack Swan was recognised with 2 Top Performer awards for the Diploma in Financial Planning for 2020 & Advanced Diploma in Financial Planning for 2022, an incredible achievement.

Jack joined AAB Wealth’s graduate programme in 2018 and began his Chartered Insurance Institute (CII) training in 2019, achieving the highest regional mark in two exams. In 2020, he achieved his goal of attaining his diploma in Regulated Financial Planning and received the Achievers Award by the Insurance Institute of Aberdeen at their annual dinner.

The journey didn’t stop there, with Jack continuing to undertake further exams in pursuit of his Advanced Diploma in Financial Planning, and ultimately, Chartered status, now having secured both.

Jack heads up the Financial Planning Associate Team, who provide support to the Financial Planners across all locations. Jack plays a key role in the Operations Team, working with his colleagues to oversee day-to-day operations. Of late, he has been heavily involved in the integration of Kilkee Financial Services into AAB Wealth, working alongside the Financial Planners and the wider Operations Teams to undertake analysis, formulate and implement recommendations.

Andrew Dines, Head of AAB Wealth added, “We are so thrilled that Jack’s hard work has been recognised with not only one but two awards. Jack is an invaluable member of our team, and we look forward to seeing him progress further in his current role, whilst continuing to support and grow the wider team. We will continue to support Jack’s commitment to lifelong learning and await what is next to be added to his list of achievements whilst enhancing his knowledge and ability to perform his role in the team.

Jack commented, “I’m delighted to have received these two awards at the Achiever’s Event last week and would like to congratulate all nominees and award winners, together with everyone who achieved a qualification or completed an exam during 2020-2022. It was great to see so many professionals receiving recognition for their hard work. A huge thanks to the AAB Wealth team for the support and guidance they continue to provide.”

What a great night celebrating the success of our team members. Congratulations to everyone whose achievements were recognised.