Current Vacancies - Financial Planning

31 March 2011


Monmouthshire Independent Financial Advisers, part of the Monmouthshire Building Society Group, has developed an excellent reputation throughout South Wales and beyond and now has a loyal and growing customer base in a whole of market environment. Innovative in its solutions to retirement, investment and tax planning, we are able to advise on all aspects of individual and corporate situations and often work in close collaboration with professionals from the legal and accountancy fields.

Membership of SIFA (Solicitors Independent Financial Advice) means we are endorsed by the Law Society to work alongside solicitors in devising the most appropriate solution for clients. We truly are a major player in Financial Planning and our growth means that we are looking to increase the number of advisers within our well structured team.

So, if you are looking for an employed position with a company that is well ahead of the game prior to RDR, send your CV to


You will almost certainly be Diploma qualified, or very near to it and be able to demonstrate an excellent sales record coupled with a blemish free compliance history. Technically strong, you will have the desire and positive attitude to build on the leads that we will be able to provide with clients of your own. A team player, you will be capable of building relationships with clients from a range of backgrounds and also professional connections. As such, reliability, flexibility and adaptability will be key competencies along with a strong work ethic.

You will supported by an internal Paraplanning and research team to allow you to maximise your time in front of clients giving you every opportunity to supplement your competitive basic salary with good bonus levels. As you might expect from an organisation of our standing, we provide an excellent range of benefits including car/ car allowance, pension and death in service cover.


We would like to hear from you if you have experience as a Paraplanner. You will provide para-planning and research support to our highly experienced and successful financial advisers within Monmouthshire Independent Financial Advisers Limited. A team player, you must have time managements skills, be reliable, flexible and have a strong work ethic.

We offer an excellent range of benefits including competitive salary, pension and death in service cover. Furthermore, support will be given to those looking to further their career through professional qualifications.


These are first rate opportunities so, don’t delay. You will find us friendly, yet professional and ready to talk. Please send your CV to We look forward to hearing from you.

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