Pensions Client Coordinator (SIPP/SSAS)

Join the Pensions team at Old Mill and help deliver high-quality administration and client support across a portfolio of pension schemes.

About us:

We're more than just an accountancy, tax, and financial planning firm. With a team of over 350 professionals and being part of a wider group with over 1,100 colleagues, 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. Together, we create a workplace where everyone can thrive and be part of something meaningful.

Old Mill offers a hybrid working model, which usually consists of three days per week in the office, and two from home. For this particular role, you'll need to be able to spend one of your days in our Yeovil office.

The role: 

This role focuses on the administration of self-invested small self-administered pension schemes (SSAS), supporting clients, advisers and trustees to ensure schemes are run smoothly and in line with regulatory requirements.

What you’ll be doing

You’ll play an important role in the day-to-day running of pension schemes, ensuring records are accurate and client requests are handled efficiently.

Your responsibilities will include:

• managing a small portfolio of clients and acting as their main point of contact

• supporting the administration of SIPP and SSAS pension schemes

• processing transactions such as contributions, withdrawals and transfers

• maintaining accurate client records and scheme documentation 

• preparing correspondence and documentation for clients, advisers and trustees

• responding to queries and providing administrative support across the pensions team

• ensuring processes follow regulatory and compliance requirements

Who this role might suit

We’re open to candidates from a range of backgrounds, including:

• someone with pensions administration experience

• someone with financial services administration experience

• a highly organised administrator looking to build a specialist career in pensions

Strong attention to detail, a methodical approach, organisation and great communication skills are more important than having deep pensions expertise from day one. 

Life at Old Mill

At Old Mill, people are encouraged to bring their true selves to work. The firm has built a reputation for combining professional excellence with a genuinely supportive and collaborative culture.

You’ll be joining a business that prioritises:

• flexible working and trust in how people manage their time

• a supportive team environment where colleagues help each other succeed

• learning and development, helping people grow their careers over time

• a culture where ideas and improvements are welcomed

Many people stay with the firm long term because of the balance between professional challenge and a healthy working environment.

Benefits include:

• hybrid working arrangements allowing for a great work/life balance

• 25 days holiday allowance plus bank holidays

• competitive pension scheme to help plan for your future

• employee assistance programme including confidential support available 247 for your mental, physical, and financial wellbeing

• perks and discounts on a wide range of products and services

• professional development and training opportunities

• social events and team activities

Next steps:

There's a simple four-step process.

1/ The application is received, and all CVs will be reviewed by a human

2/ Quick informal telephone call to check that requirements can be met

3/ Request to complete a few online tests at home in your own time

4/ An invitation to attend an interview at your local office

Please note that the job title used internally may differ from the one in this advert. And whilst we recognise the value of AI in the workplace, we'd ask you not to use it during the recruitment process. We want to get to know the real you, so please bring your true self to us.