Financial Planning Administrator

Old Mill

Financial Planning Administrator at Old Mill, managing client records and preparing documents for advisers. Ensuring compliance and delivering professional client communication in a hybrid work model.

Posted 6/1/2026full-timeYeovil • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.
Comfortable communicating with clients and adapting your style when needed.
Proficiency in using office systems and software to manage data and workflows.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

attention to detailorganizational skillscommunication skillsadaptability