Over three and a half successful decades the Company has always recognised its staff are one of its most important assets. We are proud to say we employ from all backgrounds and sections of the community, encouraging each to fulfil their potential through a diverse, interesting, challenging and ultimately rewarding role. We focus in particular on recruiting and retaining those who will be flexible and who will work seamlessly as part of our existing team. We seek conscientious people with a strong work ethic who are prepared to care about our clients, their colleagues and their work, as well as being proud to help sustain and build our Business. With the demonstration of productive, reliable work and a positive attitude, there is all opportunity for progression within the Firm.

We believe we have a respectful culture which encourages, helps and supports staff. We offer opportunity to develop new skills and potential to complete qualifications at the Firm’s expense. Many staff have been with us a long time. Indeed, the average tenure of our Directors (two of whom joined the Firm as receptionists!) is nigh twenty-five years. However, we can’t carry-on for ever and so we are always keen to engage those who will be the right ‘fit’ and who will be there for the future. Is that you?

We have one of the most highly qualified and experienced teams of advisers in the industry. This helped us achieve the revered status of ‘Chartered Financial Planners’, an exclusive title awarded only to those meeting stringent criteria of professionalism and capability. We also commit to the Chartered Insurance Institute’s Code of Ethics, reinforcing highest standards of professional practice.


Benefits

  • Competitive salary (unusually without the pressure of sales’ targets found elsewhere and usually dependent on “Target Earnings (OTE)”),
  • Discretionary bonus awards connected to longevity of service and the Firm’s progress overall,
  • Generous pension scheme,
  • Free Life Insurance Scheme – £125,000 cover up till age sixty-seven,
  • Salary sacrifice options (giving employee Tax and National Insurance savings),
  • Full financial sponsorship for qualifying staff studying industry examinations, including funding professional memberships,
  • Time off work for examination sittings,
  • Targeted personal development programmes as appropriate (to develop new skills and progress your career),
  • Flexible working if selected,
  • Company sponsored events for staff,
  • Progression pathway (as evidenced by our Directors!),
  • Desirable work-life balance.

We hope you agree that this sounds attractive and we shall look forward to discussing them with suitable applicants in detail!

Since establishment, we have rewarded our staff with competitive salaries for loyalty, initiative and hard work. We have chosen not to apply unnecessary pressure on any work colleagues through sales’ targets. This has served us well over the years but obviously, some prefer a more sales’ orientated role which we shall not be able to offer. However, we believe that a secure and permanent position with a long-established, highly qualified and respected employer offers many more positives than negatives. Past experience may be an advantage too but not always, as the right cultural fit is not guaranteed, regardless of previous positions.


Careers

Currently we may be pleased to recruit:

 

Financial Adviser

Leading local independent wealth manager Philip J Milton & Company Plc is seeking Financial Advisers (either fully or partially qualified) to work alongside the current Team.  The successful candidate will have good time management and prioritisation of work whilst under pressure and be a proactive individual and team player.  Excellent attention to detail and the need to care for client needs are paramount.

This role will suit a candidate who is very self-motivated with a keen interest to learn and develop within an established team.

Candidates will be of smart appearance with an ability to be flexible in duties for the Firm.  You will have good communication skills (both personal and telephone), be numerate and enthusiastic.  You will be computer literate with a good working knowledge of Microsoft packages.

Opportunities exist too for qualified advisers bringing their own client-bank and who can be rewarded additionally based on its value

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

  • Liaising with clients in person, via written communication and telephone
  • Preparing client reports from meeting notes and file review
  • Assisting clients with completion of application forms
  • Attending client appointments; via telephone, internet and in person
  • Checking Assistants’ reports for own clients
  • Fielding client telephone enquiries

Unless already fully experienced, the successful candidate must complete a period of oversight and sign-off to confirm the scope of authorisation.

 

Advisory Department Assistant

Leading local independent wealth manager Philip J Milton & Company Plc is seeking assistants in the Advisory Department to work alongside the current Team.  The successful candidate will have good time management and prioritisation of work whilst under pressure and be a proactive individual and team player.  Excellent attention to detail and the need to care for client needs are paramount.

This role will suit a candidate who is very self-motivated with a keen interest to learn and develop within an established team with scope for progression through the Department.

Candidates will be of smart appearance with an ability to be flexible in duties for the Firm.  You will have good communication skills (both personal and telephone), be numerate and enthusiastic.  You will be computer literate with a good working knowledge of Microsoft packages.

This can also be a career opportunity for those either holding or considering the Diploma in Regulated in Financial Planning.

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 draft 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 turn hand to any support tasks assigned
  • Ad-hoc requests for research/reports for the Advisers

To apply please send your CV to: Mrs Sandra Wonnacott on Sandra.Wonnacott@miltonpj.net.

 

Advisers – If you have a high client-care ethos, general dependability and are organised in client reviews, good report and letter-writing capabilities, sound IT skills, an ability to cement and build trusting relationships with clients and a capability of sharing other responsibilities in the Firm to ease others’ burdens, then please contact us.

Indeed, if you have existing clients to bring with you to join our great systems and capabilities, then clearly this could be reflected in your reward or perhaps we could buy the client goodwill from you instead if they are ‘yours’ and even your existing business.  Such opportunity could be a dynamic arrangement, including part-time, home-working or distance working depending on the circumstances and clearly needing to be manageable by the Firm – it must work for both parties.  Indeed, for the right contacts and business proposal we’d even be willing to support a new office somewhere geographically distant.  We are fortunate to have significant capital available.

 

Mezzanine level staff – Client Support Managers

Just what are these?  We are keen to build our growing team who can shoulder more and more of the regular client interactions and requirements of the advisory team.  They are people who demonstrate great capability of working on their own initiative and within a team, representing the Firm, dealing with many general enquiries which arise and also acting upon the advisers’ requests.  They will have good communication and mathematical skills, be very organised and capable of taking responsibility.  They will be able to manage a wide range of growing duties (with support and training of course) and ultimately removing more tasks from senior advisers who can concentrate upon the matters demanding their specialist skills.  In due time, opportunities for progression will exist as many will manifest themselves!

It is likely that these individuals are used to producing a high volume of work output with great accuracy and will soon be able to be trusted to their own devices (with direction and support naturally).  Who might be ideal?  Someone with administrative or secretarial experience in our field, or perhaps legal secretarial or in a busy office generally?  Perhaps skilled bank or building society staff or customer care staff?  The options are many and the skill base likewise!

 

Administrative/backroom staff

We have accounting and administrative needs too and these are forever growing.  They can cover book-keeping to investment administration and dealing, attending to Estates and Probate, Trusts, Taxation up to Chartered accountancy levels and even the Investment Management processes themselves.

With some of these activities, we may not have specific posts available but when the right candidates approach us, we’ll know and we’ll create the roles for them to fill.  If you think that you are one of those candidates, then we’d love to hear from you.  Indeed, for Accountancy and Probate/Estates’ roles, again, if a client bank is involved then that could be part of an enhanced reward scheme of course (or purchase) as the clients are integrated into our systems.

 

Marketing and IT Team Member

Philip J Milton & Company Plc seeks an enthusiastic person for its Marketing and IT Department.  The successful candidate will be IT enthusiastic and confident in basic desktop publishing, website updates/maintenance, Social Media management and general PC and Network maintenance, including security.

They will have communication and mathematical skills and be able to prioritise work under pressure.  They will be proactive and a team player.   This is a full-time position and occasional out of hours’ work may be necessary.

Main functions will initially cover existing marketing of the Firm’s businesses, evolving over time, increasing scope for progression and including (but not be limited to):

  • Updating websites
  • Marketing – Designing and updating marketing material; publishing eshots
  • Social Media management
  • Assisting colleagues with troubleshooting – PC, Printer, Network issues as required

Please send your CV with salary expectation, to: Sandra.Wonnacott@miltonpj.net.  Reward and position commensurate with capabilities and experience and all existing skill-bases considered.

 

Administration Assistant

This is an excellent opportunity for someone looking for a position to grow into the future and provide assistance for myriad duties on behalf of the MD. The successful candidate will be based at Trimstone Manor Country House Hotel, Nr Ilfracombe, EX34 8NR.

The ideal candidate will be well-presented with a logical and mature approach and an ability to be totally flexible.  The day-to-day duties will include being cover for the Hotel administration and enquiries and assisting 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, keen to learn.

The role will encompass a very wide range of tasks from marketing to general administration and client liaison, working closely with the owner’s PA.

You will have good communication skills, be numerate, diligent, organised and enthusiastic.  You will be computer literate with a good typing speed.

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

 

Trainees

For the right trainees too, if they have a zest and interest in our work then we are always willing to give you the opportunity but please don’t apply if you don’t have the staying power needed to learn and work hard for some years before you qualify and progress.  However, if you don’t feel that you have the dedication to give it your best shot, then a role with us in this industry and the great opportunities it offers aren’t for you.

If you think you would also be happy and fit within our hardworking team, please 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.