Financial Planning Administrator

Old Mill; Yeovil; On-site; GBP 28,000 - 38,000; Full time

Job summary

A leading company in financial services is seeking a Client Service Associate to join their Financial Planning Team in Yeovil. This pivotal role requires strong administrative expertise and interaction with clients to provide outstanding service. The successful candidate will enjoy a collaborative work environment and a range of benefits designed to support professional growth and work-life balance.

Benefits

Generous Holiday Allowance

Flexible Working

Ongoing Professional Development

Employee Assistance Programme

Perks and Discounts

Pension Scheme

Qualifications

• Proven experience in financial services administration.
• Ability to manage multiple priorities with ease.
• Proactive and highly organised.

Responsibilities

• Managing and maintaining accurate client records.
• Preparing documentation for client meetings.
• Ensuring compliance with financial regulations.

Skills

Organisational skills

Attention to detail

Strong communication

Client care

Education

Experience in financial services

Tools

Office systems and software

Job description

5 days ago Be among the first 25 applicants

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 contact Kirsty Maxwell ([e-mail])

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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