Administrator - Financial Planning

Location: Yeovil, Melksham, Shepton Mallet

We are seeking a proactive, self motivated individual to help with the ongoing growth of our Financial Planning business, through the provision of a quality, bespoke service to our clients

You will provide administration support to our consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office), and processing new business applications.

You will join our highly motivated team, helping to contribute to the efficiency and high performance of the team by prioritising and managing your workload, and delivering on time.

Key duties include:

Confirming client appointments by letter & enclosing relevant compliance documents.
Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Qualifications & skills:

Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Either email a covering note and CV to careers[at]oldmillgroup[dot]co[dot]uk or post to Group HR, Old Mill, Number One Goldcroft, Yeovil, Somerset, BA21 4DX.

Old Mill is a trading name of Old Mill Accountancy LLP, Old Mill Financial Planning LLP and Old Mill Audit LLP which are Limited Liability Partnerships. Old Mill Audit LLP is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Old Mill Accountancy LLP is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Old Mill Financial Planning LLP is authorised and regulated by the Financial Services Authority. Old Mill Audit LLP is Registered in England Number OC352865, Old Mill Accountancy LLP is Registered in England Number OC320856. Old Mill Financial Planning LLP is registered in England Number OC320853. Registered office The Old Mill, Park Road, Shepton Mallet, Somerset BA4 5BS.