Financial Planning Administrator
Financial Planning Administrator
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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.
Were 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 were 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.
Youll 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 youll be liaising directly with clients and colleagues to ensure seamless service delivery.
This is more than just an administrative roleits 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
Were seeking someone with proven experience in financial services who thrives in a busy detail-oriented environment. Youll 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 youre collaborating with colleagues or working directly with our clients youll 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 youre 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
Wed love to hear from you! For more information or an informal discussion please get in touch with Kaz Austen ().
Required Experience:
Unclear Seniority
Employment Type
Full-Time
