Financial Planner

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, facil...