Senior 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 which could encompass personal tasks too. The successful candidate will be based at Trimstone Manor Country House Hotel, Nr Ilfracombe.

The ideal candidate will be well presented with a logical and mature approach and an ability to be totally flexible in duties. Day to day duties will include helping with the smooth running of the Hotel and providing assistance, when required, 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 computer literate with a 50 wpm minimum typing speed. 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.

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