WHO I HELP
We support a wide range of clients from business owners, families and individuals reaching retirement, to young adults starting out in their career.
HOW I HELP
I support the Financial Planners and Financial Planning Associates across all stages of the client journey. I prepare relevant resources and documents to help our team provide clients with valuable financial advice. As Client Service Support, I am one of the main points of contact for clients and am on hand to support any queries they may have.
“A CLIENT FIRST APPROACH “
Morgan MacDonald is part of the Client Service Support team based in our Aberdeen office. While her daily tasks and responsibilities vary, Morgan’s main responsibility is to support the Financial Planners and the Financial Planning Associates in the team. Her role involves preparing annual review meeting packs, assisting in onboarding new clients and being the main point of contact for clients at all stages of their financial journey with us.
WE ARE ALL AABOUT TRUST & COMMUNICATION
“Wealth management is a very personal and private subject. I believe the key to a successful relationship between clients and their financial planning team is built on trust and open communication from both parties. We pride ourselves in providing our clients with advice that always puts their financial and personal interests first. With trust and open communication, personable relationships naturally develop across the team and with clients, which is a positive for everyone involved.
A necessary aspect to building client relationships includes meeting clients in-person. Whilst working virtually provides our clients with the flexibility to speak and meet regularly despite the geographical barriers between us, face-to-face interaction carries many more advantages. We want to know our clients and what is important to them, as this helps us to understand what we need to do to help them uphold or achieve their goals. In-person meetings allow us to develop trust more naturally. But like most things, it’s about balance and we are happy to tailor our service to suit our clients’ needs.”
ONE SIZE DOESN’T FIT ALL
“Understanding that every client and their financial situation differ from one person to the next is step one in providing the best service and support to our clients. This is why we tailor our advice for each client to help them achieve their financial goals, and it’s something that stood out to me when I joined AAB Wealth. While this means that no two days look the same and some tasks are more time consuming and complex than others, I enjoy the challenge and opportunity it presents for me to continually learn more and develop my skills.”
MAKING A LASTING DIFFERENCE
“One of the most satisfying aspects of my role is seeing the work that we do make a positive impact in our client’s lives. Whether that’s giving them the confidence that they can retire early or assisting them in gifting assets to those they love. There are many happy moments shared between our team and our clients, and many more still to come which makes me look forward to every day.”
WORKING BETTER TOGETHER
“Another area that really enthuses me is the team. There is never a day where I don’t learn something new, and similar to client meetings, there’s no better environment for learning than in the office. Whether I’m attending client meetings or asking for feedback on a specific task, everyone takes time and is invested in every individual’s learning and development. I’m looking forward to working toward achieving my qualifications with the unwavering support of everyone in the department.”
