WHO I HELP
The Wealth team.
HOW I HELP
Training new starts. Reviewing documentation. Overseeing the Wealth workflow. Keeping and preparing the KPIs for the board.
“The most satisfying part of our client work is knowing we’ve helped.”
Beth Welsh is the Operations Manager. Based in Aberdeen, her role involves heading up the Client Service Support team who provide support to the Financial Planners, and Financial Planning Associates.
She provides training for CSS new starts, prioritisation and delegation of tasks, oversight of the workflow within the team and assists with the Wealth ‘housekeeping’.
“An ideal relationship with a client is when they are comfortable asking any and every question they have, they know we are here to support them with all their financial needs, and they are engaged with our services. A lot of the time clients like to discuss far more than just their financial situation, so you really feel like you are building a strong relationship that goes beyond financial advice.”
COLLABORATIVE CULTURE: KEEPING OUR CLIENTS IN MIND
“Clients expect robust advice that gives them confidence in their financial future, and reassurance that they can live their desired lifestyle. The most satisfying part of our client work is knowing we’ve helped, whether that be through consolidating a client’s plans to help with the administrative burden, giving them the confidence to retire early, or by improving the tax efficiency of their holdings.
With colleagues, the teamwork aspect for me is the most satisfying part. It is a great group of people to work with, and there is an extensive amount of knowledge and experience within the team, so with the collaborative culture we have, you are constantly learning and improving.”
SHORT-TERM PAIN FOR LONG-TERM GAIN
“AAB has a reputation for being disruptive, which resonates with me as AAB Wealth like being at the forefront of change, and we embrace this whenever we think we can be doing something better. We are not afraid to change things up, so will happily accept a short-term pain of getting a new piece of software up and running, or a new process implemented, as we look at the long-term gain.
One of the biggest challenges in financial services is integration of software – we have many key pieces of software which all play their part in our job but trying to get them to interact with each other so you are not duplicating work can be challenging, however it is something we are always looking into and trying to improve.
It’s been amazing seeing how much the firm has grown since I joined in April 2018, and I’m excited to see how this continues.”