Root Careers
At Root, we believe that elite financial planning is built on a foundation of technical excellence and a commitment to continuous evolution. Whether you are an experienced technician looking for unparalleled autonomy or a motivated individual seeking to launch a career in the world of technical paraplanning, we provide the environment, the mentorship, and the systems to help you excel. Explore our current opportunities below and become part of a firm that values expertise as much as you do.
Junior
Paraplanner
Are you looking to accelerate your career in the prestigious world of UK financial services? We are seeking a highly motivated knowledge seeker to join our remote-first team. This role is designed for those with a burgeoning understanding of the industry and a relentless drive to master the complexities of holistic financial planning.
What we look for:
Industry Foundation: Prior experience within the financial services sector, demonstrating a grounded understanding of the UK regulatory landscape.
Professional Progression: Ideally, you will have already attained at least one CII R0 exam (or equivalent), or be actively working towards the CII Level 4 Diploma in Regulated Financial Planning.
Analytical Mindset: An innate curiosity and the ability to absorb complex technical principles, such as tax wrappers and pension legislation, with precision.
Self-Motivation: The discipline to manage your own professional development and thrive in a remote-working environment.
Long-term Vision: A genuine passion for the profession and a desire to progress toward Chartered status.
What we offer:
Elite Mentorship: Direct, one-to-one coaching from Chartered technical experts to bridge the gap between theory and high-level advice.
Structured Technical Development: Comprehensive support and resources to facilitate the completion of your Level 4 qualification and beyond.
Defined Career Trajectory: A clear roadmap for progression within the firm, with mentorship provided through to Advanced Diploma level.
Rewarding Growth: A competitive salary structure with performance-related incentives as you achieve your professional milestones.
Senior
Paraplanner
For the seasoned professional, Root offers a platform where your expertise is respected and your time is your own. We are looking for a Level 4 qualified technician (or higher) with a minimum of 2 years of experience to join us on a self-employed basis.
What we look for:
Proven Expertise: At least 2 years of experience in technical paraplanning, ideally with a Level 4 Diploma or Advanced Diploma.
Leadership Potential: A natural ability to provide feedback and a desire to help shape the next generation of planners.
Independent Spirit: The discipline to deliver high-quality work remotely and manage a self-employed workflow.
Technical Precision: Comfort handling complex cases across pensions, investments, and tax planning with minimal supervision.
What we offer:
Ultimate Flexibility: A fully remote role with a “work when you can” philosophy, offering total autonomy over your schedule.
Premium Remuneration: Highly competitive hourly rates reflecting your senior status and experience.
Robust Infrastructure: Access to cutting-edge systems, platforms, and streamlined processes to enhance your efficiency.
Professional Support: Full, on-demand support to ensure you can focus on what you do best, delivering elite technical solutions.