Financial Planning Administrator

Old Mill; Yeovil; Hybrid; GBP 25,000 - 32,000; Full time

Job summary

A leading financial service provider is seeking a detail-oriented Client Service Associate to join their Financial Planning Team. This role is essential for ensuring that Financial Advisers deliver exceptional service, requiring strong organizational skills and a background in financial services. The company fosters a collaborative environment that values support, professional growth, and work-life balance.

Benefits

Generous Holiday Allowance

Celebrate Your Birthday

Flexible Working

Employee Assistance Programme

Ongoing Professional Development

Perks and Discounts

Pension Scheme

Qualifications

• Background in financial services administration, preferred in financial planning or investment management.
• Strong organizational skills and ability to manage multiple priorities.
• Confidence in client interactions and maintaining high standards of customer care.

Responsibilities

• Manage and maintain accurate client records using back-office systems.
• Prepare documents and reports for client meetings.
• Act as first point of contact for clients, ensuring professional communication.

Skills

Attention to detail

Organizational skills

Client communication

Proficiency in office systems

Education

Experience in financial services administration

Job description

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team as a Client Service Associate.

We're on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial processes, whether from financial planning, investment management, or a similar financial services environment.

The Opportunity

At Old Mill, we're passionate about providing high-quality, personalised financial advice to our clients. As a Client Service Associate, your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service.

You'll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you'll be liaising directly with clients and colleagues to ensure seamless service delivery.

This is more than just an administrative role-it's an opportunity to become a trusted and valued member of a fast-paced, collaborative, and supportive team.

Key responsibilities include:

• Managing and maintaining accurate client records using our back-office systems.
• Preparing documents and reports to support client meetings and advice provision.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.

Requirements

We're seeking someone with proven experience in financial services who thrives in a busy, detail-oriented environment. You'll need to be proactive, highly organised, and able to manage multiple priorities with ease.

Your skills and experience should include:

• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
• Excellent attention to detail with the ability to spot errors others may miss.
• Strong organisational skills and the ability to meet tight deadlines.
• Confidence in liaising with clients and providing a high standard of customer care.
• Proficiency in using office systems and software to manage data and workflows.

About us

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you'll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you're looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

• Generous Holiday Allowance - Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
• Celebrate Your Birthday - Enjoy an extra day off to celebrate.
• Flexible Working - Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
• Employee Assistance Programme - Confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development - Full funding for your professional qualifications, with continuous learning opportunities.
• Perks and Discounts - Access to exclusive employee discounts on a wide range of products and services.
• Pension Scheme - A competitive pension to help plan for your future.

Additional Information

Please note that the job title used internally might not match the one you see in this job advert.

Piqued your interest?
We'd love to hear from you! For more information or an informal discussion, please get in touch with Kaz Austen ([e-mail]).