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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

Adviser

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

  • providing comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax efficiency.

  • assisting the Head of Private Clients and adviser colleagues in the development and improvement of the advisory processes.



Compliance Assistant

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

  • providing support to the CAML Compliance Team.

  • assisting the Head of Compliance and Risk with information gathering for compliance monitoring reviews and with compliance monitoring tasks.

  • assisting the Compliance Manager and Head of Compliance and Risk in following up on all issues raised as part of compliance monitoring work and that related policies and procedural changes are implemented..



Trainee Private Client Adviser

Based at our Henley office, this trainee role starts with learning and having a strong understanding of the Technical Support Administration and Paraplanning roles. The individual will be responsible for:

  • assisting the Head of Private Clients and other Adviser colleagues in the execution of the
    advisory processes

  • attending client meetings with advisers, both on and off site, and to write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support.

  • updating all relevant meeting information onto systems for record keeping and the report writing process.

  • assisting the Advisers in collating the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out.


Senior Paraplanner

Based at our brand new Witney office, opening early April, 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.


Paraplanner

Based at our brand new 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.


Please read here how we will use your data and information in accordance with GDPR.  

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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