Current opportunities available:

Advisory Support Administrator

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

  • updating Fact Finds on the client database
  • creating and distribution of meeting packs to all Advisers and Appointed Representatives
  • liaising with Advisers and Paraplanning Team in order to facilitate good services and delivery at all times
  • processing of Private Client tax returns ensuring they are filed before the deadline
  • assisting with production and distribution of bi-annual statement for clients
  • calling Third party providers and calls to support Clients
  • assisting with the data requirements for financial reporting as required
  • production of research note and reports documenting findings.

Courtiers offers a competitive salary with an excellent benefits package, exam support and ongoing opportunities for personal development.

To identify whether this may be a suitable opportunity for you, please review the vacancy description in more detail.

To apply please send your CV via email to recruitment@courtiers.co.uk.

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.
  • assisting the Investment & Fund Accounting Team with the receipt of new funds and day to day Pulse Portfolio enquiries.

Courtiers offers a competitive salary with an excellent benefits package, exam support and ongoing opportunities for personal development.

To identify whether this may be a suitable opportunity for you, please review the vacancy description in more detail.

To apply please send your CV via email to recruitment@courtiers.co.uk

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