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Client Manager

Maltravers House, Petters Way, Yeovil BA20 1SH  

 

Job Summary

As a Paraplanner you are absolutely crucial to the success of the Financial Planning team. Without your technical guidance, workflow management and ability to construct solutions our clients would not be satisfied and our team would not function.

There’s a certain buzz you get from taking a client’s hopes and dreams and turning them into attainable reality, like you - Old Mill thrives on helping our clients to be successful.

Our Financial Planning team is growing and we are looking for a talented, service focused Paraplanner to join us as a Client Manager at our office in Yeovil. You are brilliant at preparing and prioritising work, you are experienced in providing compliant suitability reports, you are a confident communicator and can liaise with clients on advice matters and transactions.

If you are currently working towards your Diploma in Financial Planning and have proven experience of working in a financial environment then we would love to hear from you.

If you are interested in this opportunity please apply below 



 
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