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 as a Client Service Associate.
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.

REQUIREMENTS

We’re seeking someone with proven experience in financial services who thrives 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.
• Confidence in liaising with clients and providing a high standard of customer care.
• Proficiency in using office systems and software to manage data and workflows.

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.

• 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