Job Description
Location: Teesside (Hybrid: 3 days in office, flexible remote working)
Salary: £35,000 – £45,000 (DOE) + Benefits & Bonus Scheme
Help shape the future of financial planning with a firm that invests in your career, values your expertise, and celebrates your growth.
About Mercury Wealth
We’re a dynamic and growing wealth management firm, proud of our friendly, supportive, and high-performing team. Our new office is based next to the Tees Barrage, offering a vibrant space with plenty of parking. We believe in agile working, personal development, and having fun along the way.
The Opportunity
As our new Paraplanner, you’ll play a pivotal role in supporting our Financial Planners and helping deliver outstanding, personalised advice to our clients. You’ll work on complex cases, lead cashflow modelling, and produce high-quality reports that make a real difference to our clients’ lives. You’ll also mentor junior team members, share your technical expertise, and help us maintain our five-star service and compliance standards.
If you’re an experienced paraplanner looking for a collaborative environment where you can have real impact, while growing your own career, this is the perfect next step.
What You’ll Do
* Collaborate with Financial Planners to develop tailored financial strategies and cashflow models
* Produce high-quality Suitability Reports with clear, personalised recommendations
* Attend client meetings to run cashflow modelling scenarios, provide technical support, and capture planning information
* Ensure accuracy and compliance in all calculations (including CGT, pension allowances, carry forward, chargeable gains, and tax-efficient withdrawals)
* Take responsibility for complex and high-value cases within the team
* Act as a point of escalation for technical queries from other Paraplanners and the Client Services team
* Support the Planning & Operations Oversight with workflow management and quality standards
* Mentor and coach more junior team members, sharing knowledge and reviewing their work
* Deliver occasional knowledge-sharing sessions within the team
* Keep up-to-date with relevant tax rules, pensions legislation, and regulatory requirements
* Contribute feedback to improve our templates, processes, and efficiency
What You’ll Bring
* Diploma in Regulated Financial Planning (minimum)
* 3–5 years’ paraplanning experience, ideally with a similar client demographic
* Strong technical knowledge across pensions, investments, IHT, and cash flow modelling
* Highly conscientious, detail-oriented, and focused on client outcomes
* Positive, proactive approach to teamwork and collaboration
* Strong written and verbal communication skills
Bonus points for:
* Advanced Diploma in Regulated Financial Planning, or working towards Chartered Financial Planner or CFP
* Understanding of evidence based investing
* Experience supporting and mentoring junior team members
* Confidence managing multiple priorities in a fast-paced environment
Why Join Us?
* Agile working: 3 days in the office, the rest remote (once fully trained)
* Generous annual leave: 36 days including holidays
* Bi-annual discretionary bonus scheme
* Electric vehicle scheme
* Private medical insurance, pension contributions & income protection
* Death in service cover
* Full support for professional exams, including bonuses/salary increases for passing
* Paid professional memberships & subscriptions
* Structured, supported career progression—roles tailored to your strengths
* New office next to the Tees Barrage, with ample free parking
* Vibrant team culture; we work hard, celebrate success, and support each other’s growth