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- Tasks: Help clients thrive with bespoke financial advice and relationship building.
- Company: Old Mill, a forward-thinking firm with a supportive culture.
- Benefits: 28 days holiday, flexible working, and exclusive employee perks.
- Why this job: Join a passionate team and make a real impact in clients' lives.
- Qualifications: Chartered Financial Planner with experience in lifetime financial planning.
- Other info: Enjoy a friendly environment with excellent career growth opportunities.
The predicted salary is between 28800 - 48000 £ per year.
A good Financial Planner is not there to sell a product and move on. You make tax less taxing. You dig out value. You help clients thrive and you are looking for a role where placing the client experience is central to everything you do. To you, finance is not just a function and you are no robot; you share your passion – you get a buzz from finding new clients, relationship building and client success. If you are an ambitious Chartered Financial Planner with experience in lifetime financial planning, and you are looking to work for a firm that can offer your clients an all-encompassing Wealth Management service then this is the role and firm for you.
At Old Mill, you will be supported by a brilliant technical, administration and compliance team which will allow you to focus on providing bespoke advice and truly adding value. Your dedicated Client Manager will take care of all of your client servicing needs including booking appointments, facilitating pre and post meeting work, potentially joining you at client meetings and drafting meeting notes. To add to this hugely valuable support, we have a clear investment philosophy and run our own investment portfolios with the aim of delivering a successful investment experience for our clients. Our Investment Committee and our Investment Manager will be there to provide all the assistance you need to confidently introduce the Old Mill investment proposition to your clients. The close links with our accountancy colleagues and our integrated approach to client service will provide you with the opportunity to generate leads whilst working in partnership with other Old Mill specialists – all of this setting you up to provide exceptional client service and to enjoy a long and successful career with Old Mill.
Why Old Mill
It’s hard to sum up in just a few words what makes us different. Some of our people talk about our drive to innovate beyond a traditional accountancy and financial planning practice. Others highlight the amazing clients we work with. But the vast majority will tell you it’s our culture and the colleagues they get to work with. ‘Lovely to Work With’ is one of our core values, and it’s something we truly live and breathe. So much so that at Old Mill, the dreaded Sunday feeling rarely exists, and we don’t suffer the Monday morning blues. Here, you’ll be supported to grow your career in a way that suits your aspirations. You’ll work alongside people who are passionate about what they do and who will help you be your best. We’re proud of our open, friendly culture and our flexible approach to working.
Benefits
- Generous holiday allowance starting at 28 days, plus bank holidays, with the option to purchase up to 5 additional days
- An extra day off to celebrate your birthday
- Flexible working with a hybrid model of three days a week in the office
- Employee Assistance Programme offering confidential support 24/7
- Access to exclusive employee perks and discounts
- A competitive pension scheme to help plan for your future
Interested? We’d love to hear from you. For more information or an informal discussion, please contact Emma Coleman at
Financial Planner in Yeovil employer: Old Mill
Contact Detail:
Old Mill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Yeovil
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance world. Attend industry events, join online forums, or even hit up local meetups. Building relationships can lead to job opportunities that aren’t even advertised!
✨Tip Number 2
Show your passion! When you get the chance to chat with potential employers, let your enthusiasm for financial planning shine through. Share stories about how you've helped clients thrive and how you make finance less taxing for them.
✨Tip Number 3
Prepare for interviews by researching the company culture. At Old Mill, they value a friendly and supportive environment, so think about how you can demonstrate that you’d fit right in. Be ready to discuss how you can contribute to their amazing client experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Old Mill team and all the fantastic opportunities they offer.
We think you need these skills to ace Financial Planner in Yeovil
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you connect with clients and make their lives easier, so share specific examples of how you've done this in the past.
Tailor Your Application: Make sure to customise your application to reflect the values and culture at Old Mill. Highlight your experience in relationship building and how you’ve added value to clients, as this is central to what we do.
Be Authentic: We’re looking for genuine individuals who aren’t just ticking boxes. Don’t be afraid to let your personality come through in your writing. Share your story and what makes you unique as a Financial Planner.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Old Mill
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around tax strategies and investment philosophies. Be ready to discuss how you can add value to clients and share examples of your past successes in building relationships.
✨Show Your Passion
During the interview, let your enthusiasm for financial planning shine through. Talk about what excites you about helping clients thrive and how you approach relationship building. This role is all about client experience, so make sure they see your genuine interest.
✨Understand Their Culture
Familiarise yourself with Old Mill's values and culture. They pride themselves on being 'Lovely to Work With', so be prepared to discuss how you embody this in your work. Share stories that highlight your teamwork and how you contribute to a positive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm and its operations. Inquire about their investment philosophy or how the support team collaborates with financial planners. This not only demonstrates your engagement but also helps you assess if it's the right fit for you.
