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Client Service Associate

We have an exciting opportunity to join our Financial Planning team in our Wells office.

As a Client Service Associate the Financial Planning team will rely on you and your outstanding organisational skills to always be one step ahead. With the ability to work to moving deadlines and with an intuitive way of working- you will grow to know when, where and how to best support the team.

We are looking for someone who has an exceptional approach to client service who understands that the needs of clients are at the heart of everything we do and is key to our success.

You will assist in the ongoing management of client data, responsibilities including ensuring client files and records are accurate and consistent using the back-office systems, pulling together relevant documents to support the provision of advice, and organising client appointments diaries.

About you

Your eye for detail means you can spot errors and mistakes that others would often overlook. You can effectively manage time and workflow priorities, whilst maintaining accuracy and efficiency in delivering exceptional client administration support.

We believe relationships with clients should be built to last, and in this non-advisory role your timely and accurate communication, both written and verbal, is key to delivering an excellent service to a high standard for every client. 

Previous experience in client administration and/or client service within professional services would be advantageous. Along with a desire to develop skills and knowledge within a friendly but fast-paced environment.

About us

Being happy at work boils down to a feeling… When you feel respected, you feel motivated; when you feel trusted, you feel empowered.

Reading between the lines, it’s that shared desire to learn, grow, and collaborate that keeps us all on the same page.

Creativity, commitment, and accountability; these aren’t things to fear. With us, you will learn to embrace being open-minded, challenged, passionate, and helpful.

Your Perks

From flexible working to a plethora of perks, enjoy genuine work-life balance. We believe that happy employees and happy teams = productivity and success.

Old Mill employees are growing minds, not static functions, we provide funding for professional qualifications and transferable skills training is provided vivaciously.

You will get 25 days’ holiday plus bank holidays, and an extra day off for birthday celebrations. Need a bit extra? Just ask. Up to five extra days are purchasable.

Working with numbers…, of course, you love a bargain – so you will enjoy the staff discounts on savings on mobile phones, utilities, clothes and more…

For a more detailed job specification or further information please contact kirsty.maxwell@oldmillgroup.co.uk to apply please click the button below.

We look forward to receiving your application

  • Reference code: CSAYeoFeb21
  • Location:
    Maltravers House, Petters Way, Yeovil BA20 1SH
Apply now