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The future...

We invest in the future: our clients’ futures, our people’s futures – and maybe your future too.

Courtiers prides itself on comprising some of the finest individuals in the area and the industry. With a combined vision and a pleasant working environment, a culture of care, commitment and respect is evident in the atmosphere across our organisation.

Current Vacancies

Paraplanner

Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:

  • providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.

  • writing comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).

  • providing support to the adviser team on technical matters.


Senior Paraplanner

Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:

  • providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.


Trainee Dealing Assistant

Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:

  • providing an efficient support function within a growing Investment, Accounting & Dealing department, ensuring high and accurate standards of work at all times.

  • meeting objectives in respect of regulatory guidelines.

  • assisting the Accounts and Dealing Team with all day to day financial matters, including administration, filing and Excel work.

  • achieving our client objectives by understanding and utilising our own in-house retail investment products and investment funds.


Trainee Paraplanner

Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:

  • supporting the Technical Support team in the preparation of client reports

  • working towards full Paraplanning duties for the Technical Support team.

  • providing support to the adviser team on technical matters.

  • writing suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).

If you’d like to be considered for future vacancies, please send your CV using the link below;

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How can we help you?

To discuss your personal wealth ambitions in confidence, call our Head Office on
+44 (0) 1491 578 368 or select an option below:

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