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Email: info@blackrootfinancialplanning.co.uk  |  Phone: 0800 975 0332
Email: info@blackrootfinancialplanning.co.uk  |  Phone: 0800 975 0332

Vacancies

We are always on the look out for passionate financial advisers to join our team.  Whether you are an experienced adviser, or looking to begin a career in financial planning please get in touch with us to arrange a meeting.

We are currently recruiting for the following positions:

Self Employed Wealth Manager

  • Competitive remuneration structure 
  • Full paraplanning and administrative support
  • Regulatory fees, PI insurance covered
  • Full compliance support 
  • Clear and documented investment process

Administration Support

  • Dealing with day to day client and provider enquiries
  • Arranging client meetings for the adviser
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Issuing letters of authority and diarising for the return of policy information
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system in line with Company procedures
  • Dealing with ad hoc client instructions i.e. change of address
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Ensuring all correspondence is scanned to the client file in a timely manner
  • Maintaining up to date client fact find information on the back office system
  • Maintaining client files in line with Compliance procedures
  • Keeping track of fees and chasing where appropriate
  • Undertaking ad hoc work on behalf of the Compliance department