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 should be 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 almost twenty-four 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 dependent on “Target Earnings (OTE)”),
  • Discretionary bonus awards connected to longevity of service and the Firm’s progress overall,
  • Generous pension scheme,
  • Salary sacrifice options (allowing 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 work colleagues through aggressive 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 consider 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 and after a review of trying to manage the practicalities surrounding Covid19, we may be pleased to recruit:-

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 the 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, 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, further opportunities for progression will exist.

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?

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, dealing with 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 people approach us, we’ll know and we’ll look to create the holes 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.

Trainees

For the right trainees too, if they have a zest and interest in our work then we are always willing to give them 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: Philip.Milton@miltonpj.net