WHO I HELP
Private Individuals. Families. Business Owners. Executives.
HOW I HELP
New business processing. Letters of authority. Trading support. Annual review preparation. Client liaison. Workflow management. Administrative accuracy. Behind – the – scenes support. Financial planning coordination.
“ALWAYS LEARNING, ALWAYS IMPROVING.”
As a Client Support Administrator, Tracey Stimson plays a vital role in ensuring clients receive a smooth and professional experience throughout their financial planning journey. Her weeks vary significantly – from processing letters of authority, submitting new business, supporting trading activity, to preparing detailed annual review reports for the Financial Planner.
New to the role but already making a strong impact, Tracey is quickly developing expertise across investments, pensions, and long – term planning processes. Her previous experience as a Mortgage and Protection Adviser gave her a solid grounding in working directly with clients, understanding their concerns, and guiding them through major financial decisions.
Today, she applies that same level of care behind the scenes – focusing on accuracy, organisation, and reliable delivery. Her goal is simple: to make sure every client feels supported, confident, and reassured, knowing their financial affairs are being handled with diligence and attention to detail. Transitioning from a fully client – facing role to a technical support position was a significant challenge, but it taught Tracey the value of adaptability, asking questions, and embracing continuous learning. It’s an approach she brings into her work every day.
BUILDING TRUST THROUGH RELIABILITY
“Reliability is my non – negotiable when it comes to client relationships. Even when I’m not speaking directly with clients, I want them to feel confident that everything is being handled carefully, accurately, and on time. Clear communication and following through on what’s promised is what builds trust.”
SUPPORTING CLIENTS WITH CARE
“While working as a Mortgage and Protection Adviser, I helped a first – time buyer who felt completely overwhelmed. By explaining everything clearly and staying in regular contact – even when we faced delays – I was able to reassure them and keep the process moving. By completion, they told me they’d felt supported throughout every step of the journey. That experience reinforced how important consistency and communication are in building strong relationships.”
MAKING A GENUINE DIFFERENCE
“The most satisfying part of working with clients is knowing you’re contributing to something that improves their lives – whether that’s buying a home, protecting their family, or feeling more in control of their financial future. Even in my current role, where I’m behind the scenes, I know the work I do supports that bigger picture.”
A TEAM THAT SHARES A COMMON PURPOSE
“What stands out most about my colleagues and the wider AAB team is the strong sense of collaboration. Even through times of change, everyone remains committed to supporting one another and delivering the best outcomes for clients. Being part of a team that values open communication, and collective success keeps me motivated and excited about my development.”
FINDING SOLUTIONS THAT REALLY HELP
“While working as a mortgage adviser, I supported a client who didn’t initially meet affordability criteria. By researching thoroughly and engaging with multiple lenders, I was able to find a suitable option that helped them secure their mortgage. Seeing how relieved and grateful they had reminded me how important persistence and problem – solving are in this profession.”
“I FELT COMPLETELY SUPPORTED AND REASSURED.”
“One of the greatest compliments I’ve received from a client was hearing that they felt fully supported throughout a complex process. They appreciated my patience and clear communication – especially when they had lots of questions. Knowing I helped them feel confident and cared for means a lot to me.”
NAVIGATING COMPLEXITY WITH CONFIDENCE
“A key challenge in my role is keeping up with changing regulations while maintaining accuracy and timely service. I stay proactive by asking questions, continuing to learn, and keeping communication clear to support clients and the Financial Planner effectively.”
CLEARING UP MISCONCEPTIONS
“A common misconception is that roles like mine are just about numbers and paperwork. In reality, it’s very people – focused. You need empathy, attention to detail, and strong problem – solving skills to support clients properly.”
STRENGTHS THAT MAKE A DIFFERENCE
“My strengths include attention to detail, effective communication, and a proactive approach. My background working directly with clients helps me understand their needs and support the Financial Planner in delivering a seamless experience. I’m committed to continuous learning, which means I adapt quickly and maintain high standards.”
LOOKING AHEAD
“I’m keen to strengthen my skills with the financial planning systems we use every day and improve how I handle data to keep things running smoothly. I’m also interested in sustainable investing and how digital tools can help us connect with clients in ways that feel both personal and convenient.”
