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- Tasks: Join our Financial Planning Team as a Client Service Associate, managing client data and supporting advisers.
- Company: Old Mill is a dynamic financial services firm focused on personalised advice and client satisfaction.
- Benefits: Enjoy 25 days holiday, flexible working, professional development funding, and exclusive employee discounts.
- Why this job: Be part of a supportive team where your contributions matter and you can make a real impact.
- Qualifications: Experience in financial services administration and strong organisational skills are essential.
- Other info: Contact Kirsty Maxwell for more info or an informal chat about this exciting opportunity.
The predicted salary is between 28800 - 43200 £ per year.
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.
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. 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.
About you
We’re seeking someone with proven experience in financial services who would be comfortable 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.
- Comfortable communicating with clients and adapting your style when needed.
- Proficiency in using office systems and software to manage data and workflows.
Whether your background is in financial planning, wealth management, or another financial services environment, we’d love to hear from you.
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 (Kaz.Austen@om.uk).
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Financial Planning Administrator employer: Old Mill
Contact Detail:
Old Mill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like financial planning and investment management. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple priorities in previous roles. Be ready to discuss specific situations where your attention to detail made a significant impact on client satisfaction or compliance.
✨Tip Number 3
Practice your communication skills by engaging in mock interviews or networking events. Being able to articulate your thoughts clearly and confidently will be crucial when liaising with clients and colleagues in this role.
✨Tip Number 4
Research Old Mill's values and culture to align your responses during the interview. Demonstrating that you share their commitment to respect, trust, and collaboration can set you apart as a candidate who fits well within their team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. Emphasise any roles where you've managed client data, prepared documentation, or liaised with clients, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing high-quality financial advice and how your organisational skills can contribute to the team. Mention specific examples from your past experiences that demonstrate your attention to detail and client focus.
Highlight Relevant Skills: Clearly outline your skills that align with the job requirements, such as proficiency in office systems, strong communication abilities, and experience in compliance with financial regulations. Use bullet points for clarity.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Old Mill
✨Showcase Your Financial Knowledge
Make sure to highlight your experience in financial services during the interview. Be prepared to discuss specific processes you've worked with, such as financial planning or investment management, and how they relate to the role.
✨Demonstrate Organisational Skills
Since the role requires strong organisational abilities, come prepared with examples of how you've successfully managed multiple priorities in a busy environment. This could include managing client records or preparing documentation under tight deadlines.
✨Emphasise Communication Skills
As you'll be liaising directly with clients, it's crucial to demonstrate your strong communication skills. Practice articulating your thoughts clearly and consider sharing examples of how you've provided excellent customer service in previous roles.
✨Prepare for Compliance Questions
Given the importance of compliance in financial services, be ready to discuss your understanding of financial regulations and how you've ensured compliance in your past roles. This will show your attention to detail and commitment to maintaining high standards.
