Job Description

We are looking for a Pensions Client Coordinator to join our Pensions Team. In this role, you will manage a small portfolio of clients, building strong relationships while supporting the wider team with administrative tasks. You'll co-ordinate client service, ensure client records are accurate, and maintain information on our systems efficiently and consistently.


This is a varied role with a mix of client-facing responsibilities and structured administration, making it ideal for someone who is organised, proactive, and enjoys working within clear processes. Experience with SIPP and SSAS administration would be advantageous, but enthusiasm to learn and follow procedures carefully are the most important qualities.


This is a full-time role with flexible working options, and we are happy to consider part-time applications.

About Us

At Old Mill, we're more than just an accountancy, tax and financial planning firm. With a team of over 350 professionals, we blend the close-knit culture of a local business with the capabilities of a larger organisation. Our open, collaborative environment encourages innovation and values every individual's contribution. We prioritise professional growth, wellbeing, and flexibility, offering a hybrid working model with three days a week in the office. Together, we create a workplace where everyone can thrive and be part of something meaningful.

What You'll Be Doing

As a Pensions Client Coordinator, you will:


Manage a small portfolio of clients and act as their main point of contact


Ensure client correspondence and records are accurate, complete, and up to date


Support team workflows and contribute to high-quality client service


Follow structured processes and maintain clear, organised records on online systems

What We're Looking For

Strong organisational skills to manage client portfolios and tasks effectively


Ability to work methodically and follow processes to maintain accuracy


Good communication skills and confidence in client interactions


A collaborative and proactive approach


Knowledge of pensions administration (SIPP/SSAS) is desirable but not essential.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

Generous Holiday Allowance - Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days. Celebrate Your Birthday - Enjoy an extra day off to celebrate. Flexible Working - Hybrid working model with 3 days a week in the office, allowing for a great work-life balance. Employee Assistance Programme - Confidential support available 24/7 for your mental, physical, and financial wellbeing. Perks and Discounts - Access to exclusive employee discounts on a wide range of products and services. Pension Scheme - A competitive pension to help plan for your future.

Additional Information

Please note that the job title used internally may differ from the one in this advert.


Reference code: Pensions Client Coordinator (SIPP & SSAS) - Pen*
Location:

Yeovil, England, United Kingdom
Sector: Accounting*