Monahans Financial Services Limited

About Us

Current Vacancies

Independent Financial Adviser
Based in Wiltshire

Monahans Financial Services Limited, a part of the Monahans Group are Independent Financial Advisers for both personal and business clients providing expert financial advice from a number of offices across the West of England and we are now looking for a pro-active individual to join our developing team.

You will deliver agreed business objectives through the promotion and sale of Monahans financial services and products to new and existing clients, making recommendations that are applicable to the client’s current and future tax, investment, mortgage and pension requirements.

You will currently have at least 2 years in a similar role, hold full FPC certificates and be working towards AFPC. Alongside this you will have excellent communication, customer service and organisational skills with the ability to build relationships, and a pro-active approach.

For the successful candidate we will be able to offer development and a support to undertake additional qualifications.

Part Time Financial/Management Accountant.

Monahans Financial Services Limited, are looking for a pro-active individual to join the team.

Key activities will include producing annual budgets, and providing regular reports which show our progress, producing monthly information fro transactions, so we can easily track what has been spent, monitoring the organisations cash flow to ensure it’s adequate and alerting the directors should action be required.

The position is for 20 hrs per week, although some flexibility is required. 

If you are interested in being considered for any of these opportunities please forward a copy of your current CV and a covering letter to Lorna Turner, HR Advisor at our Swindon office or click here to email your details

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