Client Service Support


Who I help

A variety of clients from private individuals and couples to business owners, investment clients and retirees.

How I help

I provide a bespoke and personalised service that is tailored to the specific needs of the client.

“I make sure everything is done to the highest standard”

Jordan Paterson is part of our Client Service Support team. Based in our Aberdeen office, Jordan supports the Financial Planners and Financial Planning Associates as they progress through the client journey.

Assisting the wealth team means that Jordan’s role is varied. One day she might be gathering information on clients existing processes and the next she could be liaising with product providers, preparing paperwork ahead of contributions or arranging document packs for client meetings.

Mutual trust

“We handle important financial information and give advice that can impact people’s future. Therefore, it’s essential that there’s mutual trust and honesty with all our clients. It’s a personal relationship that we have with them.

Our clients need to know and trust that we have their best interest at heart which isn’t always easy. To build those relationships we focus on honest, communication and great attention to detail. This ensures that our clients know that every decision we make is the best decision on their behalf.”

Most trusted advisor

“Fostering a strong relationship and really getting to know our clients means that we are able to offer a personalised service that meets the individual needs of that client. We want to be their most trusted advisor. Someone that is there to support them through the good, but also the uncertain parts of life.”

Seamless client communication

“As a firm we need to be able to accommodate all of our different types of clients which means adopting a mix of virtual and hands on. I love that we can utilise tech as it enhances the experience for our clients and makes us more efficient. It ensures our communication with clients is seamless.

Technology enables us to do our job to a higher standard. During client meetings we utilise cash flow modelling software. This provides clients with a personal illustration for each client of what their current financial situation is and what it could look like in the future.

Being able to show clients and not just tell them shows that we care about providing them with the best possible service.”

Positive team culture

“It’s an exciting time to have joined the group. I’m looking forward to seeing what’s next for both the group and AAB wealth. There’s a great team culture here, everyone is joined in the collective goal to provide the best service which is really motivating.

The opportunities the growth of the group presents seem endless and with more growth, these are only going to increase. I hope to gain my diploma in regulated financial planning and being in the team makes that feel like an achievable goal.”

Supportive environment

“There is so much support here. Whether it’s an exam I’m preparing for or a new task I’m undertaking everyone is so willing to help. It’s great to have management that actually care about your progression and offer to help you in any way they can. It gives me the confidence to try different things and get involved wherever I can.”