Admin Assistant

You will have good time management and prioritisation of work whilst under pressure and be a proactive individual and team player.  Daily duties will involve banking, share dealing, processing applications for investments/pensions/insurance/mortgages, liaising with Advisory Department, client correspondence, general administration duties.  Good working knowledge of IT and Microsoft Excel is essential.  Prior experience within the financial services industry will be an advantage.

The main function of this Position will initially involve (but not be limited to) the following points and will evolve over time to increase scope for career progression:

  • Liaising with various companies/other investment providers regarding ongoing applications,
  • Liaising with clients in person,
  • Liaising and effective communication with all other Departments within the Firm,
  • Processing and monitoring new business applications
  • Processing and monitoring clients’ investment/pension withdrawal instructions
  • Buying and selling shares on behalf of clients in person and via phone/email instructions
  • Time-costed work for verifying and validating individual share portfolios on behalf of clients
  • Maintaining, updating and monitoring Excel spreadsheet ledgers
  • Banking
  • Answering telephone
  • Liaising with various institutions and collating valuations of assets
  • Completing spreadsheets with asset valuations
  • Making notes associated with incoming and outgoing correspondence on the relevant client’s file and ensuring all correspondence is output to the computer filing system.
  • Ensuring time is accurately charged to the relevant client file as appropriate

 

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


Office Support Assistant

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 the Microsoft packages and a minimum typing speed of 50wpm.

Duties will be varied and will involve assisting all departments within the wider office.  This role will suit a candidate who is very self-motivated with a keen interest to learn and develop within an established team.

This role provides opportunity for the right candidate to progress through the Firm.

To apply please send your CV to: Mrs Sandra Wonnacott on Sandra.Wonnacott@miltonpj.net.  The position requires a logical and mature approach, an ability to be flexible and to work under own initiative or within the team, sometimes under pressure and being able to work to a deadline.  This is a full-time position and normal working hours are Monday – Friday, 9 am – 5.30 pm.

The main function of this Position will initially involve but not be limited to the following points and will evolve over time to increase the responsibility and tasks involved:

  • Answering telephone
  • Filing
  • Making refreshments for clients
  • Ensuring Client Areas are clean and tidy
  • Daily banking and errands
  • Franking & posting daily out-going post
  • Assisting with mailshot – TMH & PJM
  • Photocopying
  • Printing and replenishing supplies of internal/company docs/NCPs
  • Collect in-coming Post
  • Scanning and filing incoming and outgoing daily correspondence
  • Confirming Client appointments in person, via telephone and written correspondence
  • Preparing documentation for daily client appointments
  • Attending to Confidential Waste/recycling
  • Ensuring staff room is left clean and tidy at the end of each day
  • Watering plants

 

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


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