Joel Whitton

In the office

My role includes supporting both the advisers and the admin team, doing this means carrying out such tasks as research and providing recommendations.

This also includes a lot of telephone and e-mail communications with both clients and providers and in doing so ensures an excellent service is provided as well as the most efficient also.

Due to the nature of the business some situations are constantly changing, therefore problem solving is a regular obstacle to overcome, due to this, up to date communication with my colleagues is essential.

I also wish to develop myself and my skills whilst learning about the industry and the business itself. There is a wealth of knowledge to access within the company and I am hoping to use this to become highly qualified within this area.

 

Why I love my job

I love my job because in the office there is a great atmosphere, where everyone I work with is of like-mindedness and everyone strives to provide an excellent service and succeed in an ever-changing environment.

Everyone here is extremely helpful, professional and knowledgeable which is a real advantage in order for me to progress and guide me along a new career path.

It also gives me the opportunity to meet new people and forge new relationships with clients and colleagues alike.

 

What I do outside work

Outside of work I enjoy both watching and playing football throughout the week, usually playing 2 or 3 times per week. I’m a very sociable person as well so I enjoy meeting up with my friends, usually for food and drink. I also enjoy going to watch local bands perform over the weekends in and around Chesterfield.

Check out what our clients have to say

Milestone Financial Planning
5.0/5.0 based on 25 reviews

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We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with. Friendly, efficient, knowledgeable, and honest. We could not wish for a better financial advisor.
Highly recommended!
- Ruby Hattersley
Excellent service. Very friendly and knowledgeable. When a pension company was being very difficult about transferring funds their persistence not only got the transfer done but earned me compensation as well!
- John Rose