Courtiers Wealth Management
Courtiers Wealth Management

Work with us / Careers / Private Client Adviser

Private Client Adviser

Personal Wealth Management

Henley-on-Thames

We are looking for a suitably experienced and qualified individual to join the Private Client Team based in our Henley office.

Main Purpose of the Role:

  • 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.

Duties and Responsibilities:

  • Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
  • Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
  • Update all relevant meeting information onto systems for record keeping and the report writing process
  • Collate 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
  • Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk within Courtiers’ Know Your Client procedures
  • To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
  • To ensure that all relevant information is recorded on client files

Interested in the role?
Send your CV to recruitment@courtiers.co.uk