Financial Planning Administrator

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. As part of our continued growth, we are expanding our teams in Exeter, Wells and Yeovil, creating new opportunities to join us at an exciting time.

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 e...