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.
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)
Support the Planning & Operations Oversight with workflow management and quality standards
Keep up-to-date with relevant tax rules, pensions legislation, and regulatory requirements
Diploma in Regulated Financial Planning (minimum)
~Strong technical knowledge across pensions, investments, IHT, and cash flow modelling
~ Bonus points for:
Advanced Diploma in Regulated Financial Planning, or working towards Chartered Financial Planner or CFP
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
Full support for professional exams, including bonuses/salary increases for passing
Structured, supported career progression—roles tailored to your strengths
New office next to the Tees Barrage, with ample free parking