Financial Planner

Maltravers House, Petters Way, Yeovil BA20 1SH


Job Summary

A good Financial Planner is not there to sell a product and move on.
You make tax less taxing. You dig out value. You help clients thrive and you are looking for a role where placing the client experience is central to everything you do.

To you, finance is not just a function and you are no robot; you share your passion – you get a buzz from finding new clients, relationship building and client success. 
If you are an ambitious Chartered Financial Planner with experience in lifetime financial planning, and you are looking to work for a firm that can offer your clients an all-encompassing Wealth Management service then this is the role and firm for you.  

At Old Mill, you will be supported by a brilliant technical, administration and compliance team which will allow you to focus on providing bespoke advice and truly adding value. Your dedicated Client Manager will take care of all of your client servicing needs including booking appointments, facilitating pre and post meeting work, potentially joining you at client meetings and drafting meeting notes.
To add to this hugely valuable support, we have a clear investment philosophy and run our own investment portfolios with the aim of delivering a successful investment experience for our clients. Our Investment Committee and our Investment Manager will be there to provide all the assistance you need to confidently introduce the Old Mill investment proposition to your clients. The close links with our accountancy colleagues and our integrated approach to client service will provide you with the opportunity to generate leads whilst working in partnership with other Old Mill specialists – all of this setting you up to provide exceptional client service and to enjoy a long and successful career with Old Mill.


Why Old Mill
It is hard to sum up in just a few words, what makes us different. Some of our people will reference our drive to innovate beyond being a traditional accountancy and financial planning practice, some will talk of the amazing clients we work with. But we know the vast majority will talk about our culture and the colleagues they get to work with. ‘Lovely to Work with’ is one of our core values which as a firm we all live and breathe.  So much so that at Old Mill, we don’t often experience that Sunday feeling, nor do we suffer the Monday morning blues.
There is much more to say but we’ll save that for later. Flexible working, an attractive remuneration package, Pension benefits, Death in Service benefits, to name but a few. 

Are you Interested? 
If so, please click apply, submit an up-to-date CV, and request an informal chat with Emma Coleman, who is based in our Yeovil office.

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