Financial Planning Administrator

Financial Planning Administrator focuses on managing and maintaining accurate client records using our back-office systems.

What the role involves

• 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.
• Need to be proactive, highly organised, and able to manage multiple priorities with ease.

Skills and requirements

• 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.
• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
• Strong organisational skills and the ability to meet tight deadlines.
• Comfortable communicating with clients and adapting your style when needed.

Confirmed role details

• 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.
• 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.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Additional role context

• 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.
• Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.