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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

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.

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.


Events Coordinator

Based in Henley, we are looking for a suitably experienced Events Coordinator to be responsible for:


  • ensuring Events for Courtiers, including Client and Employee functions are planned and delivered to a
    high standard.

  • Liaising with the Brand and Communications team to create effective advertisements for each event, and when necessary crafting marketing materials such as print and Internet advertisements for individual events


Pension & Investment Administrator

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

  • providing an efficient and consistent administration service to clients, ensuring high and accurate standards of work at all times.

  • developing positive communication and working relationships with both clients and internal advisers. Identify and resolve problems that may arise with day to day work issues in the department.

Private Client Adviser

Based in Witney, we are looking for a Diploma qualified Adviser with a minimum of one year’s practical experience to support the existing team to provide a 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.

They will be responsible for:


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

  • managing and attend client meetings, both on and off site, advise clients on all aspects of their finances and future plans

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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