Pensions Client Service Associate - SIPP & SSAS

Pensions Client Service Associate (SIPP & SSAS) 9-month Fixed-Term Contract

Old Mill · Yeovil, United Kingdom (Hybrid) · Contract · Posted 2026-11-03

Workplace: hybrid

Department: Pensions

Description

We are looking for a Pensions Client Service Associate to join our Pensions Team on a nine-month fixed-term contract.

In this role, you will support the pensions team and wider team with a range of 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 administration would be advantageous, but enthusiasm to learn and follow procedures carefully are the most important qualities.

This is a full-time, nine-month fixed-term opportunity, with flexible working options. We are also 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 Service Associate, you will:

• Complete a wide range of administration tasks for all our SIPP & SSAS clients.
• 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 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 – 25 days of annual leave, plus bank holidays, pro rata for the length of your contract, 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

This is a nine-month fixed-term contract, with the anticipated end date of September 2027.

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

Apply

Apply at Old Mill

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