Financial Planner

A good Financial Planner isn’t there to sell a pension and move on.

You’re not sales people, you’re relationship builders and quite frankly any employer that doesn’t understand that doesn’t deserve your time.

At Old Mill we pride ourselves on our Client Focused Service, we are in it for the long game.

You know, like us, that to help a client plan properly for their future you have to really understand their hopes and dreams and perhaps even more importantly their capability to reach them. This information can only be collected through meaningful meetings and face time with your clients.

We are looking for an experienced Chartered Financial Planner to join us across our offices in the South West.

This role would probably really suit someone who would like to be able to focus even more of their time on client relationships. Working on high quality over high quantity.

At Old Mill we have a brilliant team that support on the end to end customer experience and financial planning process to allow our Financial Planners to focus on the areas where they can add true value to our clients. Our Client Service Associates and Client Managers will support booking your appointments, report and letter writing, join you for meetings and help to work on solutions and options.

To add to the amazing support from our committed and hard-working team, we also have in-house investment portfolios and often generate leads through the accountancy side of the business – setting you up to succeed and provide exceptional customer care and advice.

With competitive base salaries, bonus and commission structure combined with a generous holiday allowance this could be the ideal next career move for you.

For more information please get in touch with Laura O’Driscoll in our Yeovil office, or submit your application to careers@oldmillgroup.co.uk

Apply now

"The management are willing to listen and understand your development needs."

Jonathan, Financial Planner

Meet our people