IFA Centre IFA
Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP | (Tel) 01271 344300 | info@miltonpj.net
Below are the current vacancies at Philip J Milton & Company Plc

Senior Administration Assistant to the MD

This is an excellent opportunity for someone looking for a position to grow into the future and provide assistance for myriad duties. The successful candidate will be based at Trimstone Manor Country House Hotel, Nr Ilfracombe and will need to be able to work alone and on own their own initiative too.

The ideal candidate will be well presented, totally dependable and with a logical and mature approach and an ability to be very flexible in duties.  You will have a wide repertoire of skills and engagement. Day to day duties will concentrate upon interaction with the MD but will include some help with the processes connected to the smooth running of the Hotel, helping to manage various property assets and other duties regarding planning and legal matters and to providing assistance to the Financial Advisory Business based in Barnstaple.  You will have good time management and prioritisation of work whilst under pressure and be a proactive individual and team player

You will have good communication skills (both personal and telephone), be numerate, diligent, very organised and enthusiastic.  You will be very computer literate.  The role will encompass a very wide range of tasks from marketing to book-keeping and planning, working closely with the owner.  Salary will be commensurate as job enrichment and responsibility-taking is demonstrated.  Some possibility for working flexibility is possible in this permanent fulltime role.

Apply in writing with full CV and salary range expectation to: Mrs Sandra Wonnacott at Sandra.Wonnacott@miltonpj.net.

 

Advisory Assistant/Paraplanner

This is an exceptional career opportunity for candidates who either hold or are progressing towards attaining the full Diploma/Regulated Diploma in Financial Planning. Experience within the financial services’ industry is an advantage.

The main function of this Position will initially involve, but not be limited to and will evolve over time:

• Answering telephone, referring/helping caller as required
• Corresponding with Clients via written communication and via telephone
• Preparing client reports from Advisers’ meeting notes and file review
• Assisting clients with completion of application forms
• Obtaining illustrations for new business; pensions, life insurance, annuities etc.
• Finalising the “pulling together” of client reports for advisers in terms of printing/binding/collating enclosures.
• Flexibility essential to be able to support tasks assigned
• Ad-hoc requests for research/reports for the Advisers

Apply in writing with full CV and salary expectation to: Mrs Sandra Wonnacott, Philip J Milton & Company Plc, Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP or email: Sandra.wonnacott@miltonpj.net

 

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Buy to Let Mortgages, Claims Management Activity, Taxation & Accountancy, Probate Administration and Will Writing.

Financial services complaints we cannot settle may be referred to the Financial Ombudsman Service; www.financial-ombudsman.org.uk 0800 023 4 567. Details of our complaints procedure are available via the documents tab above.

Risk Warning - Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

Philip J Milton & Company Plc is authorised and regulated by the Financial Conduct Authority.
Philip J Milton & Company Plc is entered on the FCA register (http://www.fca.org.uk/register) under reference: 181768.
# Registered Office: Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP
Registered and Incorporated in England number 3233275 | VAT number 682 2544 28
A list of the Directors is available from the registered office

 

Copyright © Philip J Milton & Company Plc - 2016