Job Description

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's hard to sum up in just a few words what makes us different. Some of our people talk about our drive to innovate beyond a traditional accountancy and financial planning practice. Others highlight the amazing clients we work with. But the vast majority will tell you it's our culture and the colleagues they get to work with. 'Lovely to Work With' is one of our core values, and it's something we truly live and breathe. So much so that at Old Mill, the dreaded Sunday feeling rarely exists, and we don't suffer the Monday morning blues.


Here, you'll be supported to grow your career in a way that suits your aspirations. You'll work alongside people who are passionate about what they do and who will help you be your best. We're proud of our open, friendly culture and our flexible approach to working.

Benefits

We go beyond the basics to offer a benefits package designed to support your personal and professional growth:

Generous holiday allowance starting at 28 days, plus bank holidays, with the option to purchase up to 5 additional days An extra day off to celebrate your birthday Flexible working with a hybrid model of three days a week in the office Employee Assistance Programme offering confidential support 24/7 Access to exclusive employee perks and discounts A competitive pension scheme to help plan for your future

Interested?

We'd love to hear from you. For more information or an informal discussion, please contact Emma Coleman at emma.coleman@om.uk


Reference code: Financial Planner - Wells*
Location:

Wells, England, United Kingdom
Sector: Accounting*