WHO I HELP
I work primarily with the AAB Wealth team, but also collaborate and share information across the group when our client is also a client of the wider firm for example, if they need tax advice.
HOW I HELP
I work primarily with the AAB Wealth team, but also collaborate and share information across the group when our client is also a client of the wider firm for example, if they need tax advice.
“There’s no such thing as a stupid question.”
Jacalyn Craig provides business support to the Wealth team. Based in Aberdeen, her role involves the creation of branded templates and presentations for clients of AAB Wealth. Although she doesn’t directly work with clients, she supports the team to ensure clients understand the information shared with them.
An ideal relationship
“An ideal client relationship involves creating a sense of comfort so that our clients don’t think twice about getting in touch with us when they are uncertain about anything. There’s no such thing as a stupid question and we aim to provide peace of mind that their financial future is in good hands.
An ideal work relationship involves trust. We trust one another to do our part in delivering high-quality service. Our Financial Planners send me the content they want to include in presentations, and put their trust in me to create something more visual from it.”
a supportive team
“A highlight of working with the team is how supportive and understanding everyone is. Whenever we come together, it’s like we have all known each other for years, irrespective of how long you’ve worked at AAB Wealth. Everyone is enthusiastic and willing to help one another grow and develop. We have a culture of sharing, whether that be work-related or on a more personal level. It is honestly a great environment to work in.”
TECH-ENABLED
“We have always been a somewhat paperless team. Even more so in recent years, as we had to think differently about how we could work during the pandemic. Now, the hybrid working scheme allows me to work from home when I need and as often as I need. I can do everything required of me from home, but it is still a delight to know that there is space for me to come into the office and catch up with the team.”
COLLABORATION IS OUR SUPERPOWER
“I’ve always believed that working together and sharing ideas is the best way to get the most out of people. Quite often I get called to answer questions or work with team members across the group. Being approached by team members that I’ve not previously worked with and told that they’ve heard I am the person to go to for an amazing presentation, is the greatest compliment I could receive.
Sharing what I have learnt over the years, ultimately helps others to grow in those areas, just as others expertise can provide me with valuable insights and knowledge that I can apply to the work I do.”
RELIABLE, DEPENDABLE AND ADAPTABLE
“I’d describe myself as reliable – I can get the job done to a high standard. Dependable – I meet expectations and deliver to the team on time. Adaptable – I enjoy looking outside the box and exploring new ways to do things that can improve processes or leave a lasting impression on clients.
The service we provide clients could also be described using the same three characteristics. We are dedicated to providing financial advice that clients can trust and making sure we are reachable when they have any queries. The advice we provide is tailored to each individual and their unique circumstances and financial goals, knowing these are likely to change throughout the lifecycle of their financial plan and meeting for regular reviews to ensure they are on track to reaching their goals.”
