Team Leader - Financial Planning Support

Are you someone who enjoys supporting people, improving processes and delivering excellent client service?

We are looking for a Team Leader to join our growing Financial Planning team at Old Mill, supporting both Client Service Administrators and Client Managers across our network of offices.

This is an exciting opportunity for someone with strong organisational and operational experience who enjoys helping teams work effectively and creating a positive, supportive environment. You may already be working in a team leader or senior support role, or perhaps you are ready to take the next step in your career.

This role combines team coordination, operational support and people development within a busy and collaborative Financial Planning environment.

At Old Mill, our Financial Planning teams play a critical role in delivering an exceptional experience to our clients and supporting our Advisers to provide high-quality, personal advice. This role sits at the heart of that operation.

The Opportunity

This is a varied and people-focused role where no two days are the same. You will work closely with Financial Planners, operational leaders and support teams to help ensure client work is delivered efficiently, accurately and to the high standards our clients expect.

Alongside supporting the smooth running of the team, you will help coordinate workloads, support colleagues in their development and act as a key point of contact within the Financial Planning support function.

You will play a key role in:

• Supporting and coordinating members of the Financial Planning support team • Assisting with workload management and day-to-day team organisation • Helping maintain excellent client service standards across the team • Working closely with Financial Planners to support client delivery • Identifying opportunities to improve processes and ways of working • Supporting onboarding, training and development of team members • Acting as a point of support for day-to-day operational queries • Maintaining accurate client records and ensuring compliance with internal processes and external regulation
This is a fantastic opportunity for someone who enjoys combining people support with hands-on operational involvement and who wants to play an important role within a collaborative and growing team.

About You

We are looking for someone with experience working within a client-focused, fast-paced environment who enjoys supporting colleagues and helping teams operate effectively.

You will be highly organised, approachable and confident managing competing priorities, whilst bringing strong communication skills and a collaborative approach.

Your skills and experience may include:

• Experience supporting, mentoring or coordinating others within a team • Strong organisational and administrative skills • Experience working within a client-focused or professional services environment • Excellent attention to detail and the ability to manage multiple priorities • Confidence communicating with clients, colleagues and stakeholders • Experience improving processes and supporting operational efficiency • The ability to prioritise workloads and manage deadlines effectively • A collaborative and supportive approach to team working
Experience within Financial Planning, Wealth Management or Financial Services would be advantageous, but is not essential. We are equally interested in individuals with transferable experience from other professional or client service environments.

Level 4 Diploma in Regulated Financial Planning, or working towards this, would be advantageous but is not essential.

Most importantly, we are looking for someone who shares our values and wants to help create a positive, supportive and well-organised team environment.

About Us

At Old Mill, we believe that respect, trust and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation.

We work with a broad range of clients across rural, corporate, private client and financial planning sectors, building long-term relationships and delivering advice that is personal, practical and forward-thinking.

Our people are what make Old Mill special. We create an environment where individuals are encouraged to grow, contribute ideas and build rewarding long-term careers. We are ambitious, supportive and genuinely collaborative, with a culture that values curiosity, kindness and doing the right thing for our clients and each other.

Old Mill is proud to be part of the Kinbrook Group, a growing collective of ambitious professional services businesses brought together by shared values, long-term thinking and a commitment to exceptional client service. Being part of the group gives our people access to broader opportunities, shared expertise and continued investment, whilst allowing us to retain the collaborative, people-first culture that makes Old Mill special.

Whether you are just starting your career or looking for your next opportunity, you will be empowered to make a genuine impact and supported to develop in a way that works for you.

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, starting at 25 days plus bank holidays, with the option to purchase additional leave • An extra day off to celebrate your birthday • Hybrid working with a balance of office and home working • Employee Assistance Programme providing 24/7 wellbeing support • Professional qualification funding and ongoing development opportunities • Access to employee discounts and perks • Competitive pension scheme
Additional Information

Please note that the internal job title may differ from the title displayed in this advert.

Interested?

We'd love to hear from you. For more information or an informal discussion, please contact Kaz Austen.

Old Mill

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Team Leader - Financial Planning Support | Yeovil, UK