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The future...

With a combined vision and culture, Courtiers invests in the future. As a growing organisation, we've doubled our total funds under management over the last four years and offer considerable scope for career progression.

Courtiers comprises some of the finest individuals in the industry, actively encouraging and supporting employees in their development. This includes financial support for exams, study materials, study leave and recognition and reward for employees achieving new qualifications.

Current Vacancies

Paraplanner

Based in Witney, we are looking for a suitably experienced and qualified Paraplanner, to be responsible for:


  • producing and compiling comprehensive, accurate and compliant suitability reports for existing and potential clients

  • producing other technical reports and documentation for clients (existing and potential), to support recommendations made by Courtiers advisers

  • Assisting Courtiers advisers on any technical matters.


Senior Paraplanner

Based in Witney, we are looking for an experienced level 4 diploma qualified Paraplanner, ideally working towards (or already obtained) chartered status.

Responsibilities of the role include:


  • producing and compiling comprehensive, accurate and compliant suitability reports for existing and potential clients

  • producing other technical reports and documentation for clients (existing and potential), to support recommendations made by Courtiers advisers

  • subject to output and workload: encourage and support the ongoing development of Paraplanners and Trainee Paraplanners within the team

  • providing employees with a focal point for any technical enquiries.

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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