WHO I HELP
Internal teams. Our clients.
HOW I HELP
Operational management. Client experience. Team development.
“EVERY GREAT CLIENT EXPERIENCE BEGINS WITH A WELL-ORGANISED FOUNDATION.”
Based in our London office, Michelle Kennedy is a Business Administrator in our AAB Wealth team, supporting both clients and colleagues by keeping the day-to-day operations running smoothly. From managing documentation and liaising with providers to ensuring everything behind the scenes is organised and efficient, Michelle plays a key role in creating a seamless client experience.
Having always enjoyed working in roles that combine structure, communication, and teamwork, Michelle decided to pursue a career in financial services administration to bring those strengths together in a meaningful way. She finds genuine satisfaction in knowing that her organisation and attention to detail contribute to helping clients feel confident and cared for at every stage of their financial journey.
KEEPING THINGS RUNNING SMOOTHLY
“In my role as Office Administrator, I’m responsible for ensuring the office runs efficiently and that both clients and team members have the support they need. Every day is different – one moment I’m managing documentation for client meetings, the next I’m coordinating correspondence or checking that our systems are up to date.
It’s a varied and fast-paced role, but that’s what I enjoy most about it. I love creating order and structure that allows others to focus on what they do best, providing exceptional financial advice and guidance.
For clients, that means every part of their experience feels smooth, professional, and stress-free. My job is to make sure everything works seamlessly in the background so they can focus on their financial goals with confidence.”
TRUST STARTS WITH SUPPORT
“Trust and communication are at the heart of what I do. Whether it’s a client waiting on documentation or a team member preparing for a meeting, I know that reliability matters. I take pride in ensuring that information is accurate, deadlines are met, and everyone feels supported.
Clients might not always see the behind-the-scenes work that goes into managing their financial plans, but they feel the results – everything happening when and how it should.
By maintaining clear communication with both clients and colleagues, I help make sure nothing falls through the cracks. That consistency builds confidence, strengthens relationships, and ensures every client feels valued.”
SERVICE YOU CAN RELY ON
“For me, being client-focused means thinking one step ahead – anticipating what might make the process easier, smoother, or clearer for someone. Whether it’s sending a reminder, double-checking a form, or following up on a query, I want clients to know they can rely on us completely.
I love being part of a team that genuinely puts clients first. We work hard to make sure every interaction, whether in person, online, or by phone feels friendly, efficient, and helpful.
It’s incredibly rewarding to know that even the small details I take care of behind the scenes can make a big difference to a client’s overall experience.”
TEAMWORK THAT MAKES A DIFFERENCE
“One of the best parts of working at AAB Wealth is the teamwork. Everyone here shares the same goal, to make a positive difference for clients. We collaborate closely, communicate openly, and always look for ways to improve the way we work.
I really value the relationships I’ve built with colleagues across different teams. Whether it’s helping a planner prepare for a meeting, ensuring a paraplanner has what they need, or coordinating with our client service team, every piece of work connects.
That teamwork means clients receive a joined-up, consistent experience, no matter who they interact with. Knowing that my contribution helps make that possible is something I’m really proud of.”
A FUTURE FULL OF OPPORTUNITY
“I’m really excited about what’s ahead, both for me personally and for AAB Wealth as a whole. The business continues to grow, and with that growth comes new opportunities to learn, develop, and make an even bigger impact.
I’m passionate about continuing to build my skills and knowledge in financial administration, and I’m looking forward to taking on new challenges as part of this team. AAB Wealth has a fantastic culture of support and innovation, and it’s inspiring to work in an environment where everyone is encouraged to grow.
Ultimately, I love being part of a team that helps people feel more confident about their finances and their future. Knowing that the work I do helps make that possible – that’s what motivates me every single day.”
