CAREERS
Welcome all...
“Success and happiness are found in the journey, not just in the destination”
Join our dynamic team and help us provide exceptional financial planning and services to our clients.
At Miton, we value expertise, dedication, and a passion for helping clients achieve their financial independence. We believe in planning the person first not their money. Does that resonate with you?
Explore our career opportunities and see how you can grow with us.
Why join us?
Professional Development:
We invest in our team's growth through continuous training and development opportunities. Whether you're starting your career or looking to advance, we provide the resources and support you need to succeed.
Collaborative Environment:
At Miton, we believe in a collaborative approach where every team member's contribution is valued. Join a supportive team that works together to achieve our clients' financial objectives.
Competitive Compensation:
We offer a competitive salary and benefits package, including performance-based incentives, healthcare, and pension schemes.
Work-Life Balance:
We understand the importance of a work-life balance and offer flexible working arrangements to ensure our team members can maintain a healthy balance between their professional and personal lives.
How to Apply:
If you are interested in any of the positions listed above, please send your CV and a cover letter explaining why you would like to join us and telling us about yourself to careers@mitonoptimal.co.uk
Current Opportunities
Job Role: Admin Staff
Location: Wolverhampton and Newcastle Upon Tyne
As an Admin Staff member, you will play a crucial role in ensuring the smooth operation of our office. Your responsibilities will include managing client records, scheduling appointments, and supporting our financial planners and paraplanners. We are looking for detail-oriented individuals with strong organisational skills and a proactive approach to problem-solving.
Key Responsibilities:
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Maintain and update client records and databases.
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Schedule and manage appointments for financial planners.
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Provide administrative support to the team.
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Handle client enquiries and ensure a high level of customer service.
Qualifications:
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Previous experience in an administrative role.
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Strong organisational and multitasking abilities.
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Excellent communication and interpersonal skills.
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Proficiency in MS Office and other administrative software.
Job Role: Paraplanner
Location: Wolverhampton and Newcastle Upon Tyne (Hybrid)
As a Paraplanner at Miton, you will support our financial planners by conducting research, preparing reports, and ensuring that our clients receive the best advice based on thorough analysis. This role is ideal for those with a keen eye for detail and a strong understanding of financial products, taxation and regulations.
Key Responsibilities:
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Prepare detailed financial reports and recommendations.
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Conduct research on financial products and market trends.
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Assist financial planners in developing client strategies.
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Ensure compliance with regulatory requirements.
Qualifications:
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Minimum Diploma in Financial Planning or equivalent, and wishing to aspire to be Chartered and a CFP.
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Experience in a paraplanning or similar role, use of Cashflow planning tools, and CRM systems.
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Strong analytical and research skills.
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Knowledge of financial products and regulatory environment.
Job Role: Financial Planner
Location: Wolverhampton and Newcastle Upon Tyne (Hybrid)
As a Financial Planner, you will work directly with clients to understand their financial goals and develop tailored strategies to help them achieve these goals. We seek experienced professionals who are committed to providing independent and unbiased financial planning.
Key Responsibilities:
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Develop comprehensive financial plans for clients.
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Provide advice on investments, pensions, insurance, and tax planning.
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Build and maintain long-term relationships with clients.
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Stay updated on market trends and regulatory changes.
Qualifications:
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Minimum Diploma, and on track to be Chartered and Certified Financial Planner (CFP) or equivalent qualification.
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Proven experience as a financial planner or advisor.
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Strong interpersonal and communication skills.
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Ability to build trust and rapport with clients.