Financial Planning Administrator

We are looking for an experienced Administrator with excellent organisational skills to join our busy Financial Planning Team in either our Yeovil or Wells Office as a Client Service Associate.

Experience in the financial planning industry or the wider financial services industry is advantageous, if you have strong administration skills and you are looking to move into a friendly, fast paced, and dynamic team then this could be the perfect role for you.

The Opportunity

We believe relationships with clients should be built to last, and in this non-advisory role your timely and accurate communication, both written and verbal, is key to delivering an excellent service to a high standard for every client.

You will assist in the ongoing management of client data, ensuring client files and records are accurate and consistent on the back-office systems. Your day will also be spent pulling together relevant documents to support the provision of advice and client meetings.

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.

Requirements

As a pivotal member of the Financial Planning team, they will rely on you and your outstanding organisational skills to always be one step ahead. With the ability to work to moving deadlines and with an intuitive way of working- you will grow to know when, where and how to best support the team.

Your eye for detail means you can spot errors and mistakes that others would often overlook. You can effectively manage time and workflow priorities, whilst maintaining accuracy and efficiency in delivering exceptional client administration support.

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 (kirsty.maxwell@om.uk)