Financial Planner

Bishopbrook House, Cathedral Avenue, Wells BA5 1FD


Job Summary

A Financial Planner is not just a number nit-picker; it’s a strategy builder. You make tax less taxing. You dig out value. You help clients thrive.

To you, finance isn’t just a function and you’re no robot; you share your passion – you get a buzz from relationship building and client success.

If you’re a Chartered Financial Planner with experience in lifetime financial planning, this is the role for you.

At Old Mill, we share that entrepreneurial spirit; we believe in the power of passion, not just pounds.

To our business, built on almost a century of expertise, finance is no short-term sales transaction; it’s a long-term, mutually beneficial partnership.

And it’s the same with our staff!

Goodbye, that Sunday feeling; forget Monday morning dread.

Lose the dull corporate décor and keyboard tapping soundtrack. Join a business that embraces innovation, aspirations, and team spirit.

As our next Financial Planner, you’ll learn and deliver our end-to-end client experience, backed by supportive colleagues.

Also, our in-house investment portfolios and accountancy lead generation activity will bolster your financial knowledge.

What else is in it for you? How about a bonus, an achievable commission structure, a generous holiday allowance?

Interested? Click apply, submit an up-to-date CV, and request an informal chat with Emma Coleman, who’s based in our Yeovil office.

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