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

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