AAB
The Paraplanner role at AAB supports Financial Planners by applying technical knowledge to develop client solutions and deliver excellent service. This position involves building client relationships, conducting research and analysis, and preparing financial plans and suitability reports. The role requires collaboration with the client services team and adherence to regulatory standards to ensure timely updates and successful client outcomes.
AAB is a comprehensive accountancy and business advisory firm offering audit, tax, payroll, corporate finance, HR consultancy, restructuring, and wealth management services. With over 1,800 team members across 24 offices in the UK, Ireland, and internationally, AAB supports SME and large corporate clients across twelve key sectors globally. The firm is partner-led and committed to helping clients overcome barriers and achieve their full potential.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AAB.
AAB didn’t post a salary, so this is our estimate from similar listings.