Mercury Wealth Management
Senior Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Location: Teesside (Hybrid: minimum of 3 days in office, flexible remote working)
Salary: £40,000 – £50,000 (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.
The Opportunity
At Mercury Wealth, you’ll work closely with our Financial Planners to help turn clients’ goals into clear, practical financial plans.
We’re looking for an experienced Senior Paraplanner who enjoys complex technical work, takes pride in producing thoughtful, accurate advice documentation and contributes confidently to the financial planning process.
You’ll take responsibility for complex cases, contribute to planning strategies and support colleagues with technical questions. You’ll also attend client meetings and use cashflow modelling to help explore clients’ options and bring their plans to life.
What You’ll Do
- Collaborate with Financial Planners to develop personalised financial planning strategies.
- Prepare and review suitability reports, technical research and supporting calculations.
- Produce cashflow models and explore different planning scenarios.
- Attend client meetings to provide technical support, run cashflow scenarios and capture planning information.
- Take responsibility for complex pension, investment, retirement and inheritance tax planning cases.
- Provide technical guidance to paraplanning and Client Services colleagues.
- Mentor less experienced team members and support the quality of their work.
- Help improve our processes and working practices.
- Keep your technical knowledge current and maintain clear, accurate client records.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What You’ll Bring
- A Diploma in Regulated Financial Planning or equivalent as a minimum.
- Chartered Financial Planner or Certified Financial Planner status, or active progress towards either through relevant advanced qualifications.
- Substantial paraplanning experience, including responsibility for complex cases.
- Strong technical knowledge across pensions, investments, tax planning and cashflow modelling.
- Excellent report-writing skills and the ability to explain technical subjects clearly.
- Careful attention to detail and sound judgement about when to seek further input.
- The ability to manage competing priorities while maintaining accuracy and quality.
- A collaborative approach and willingness to share your knowledge.
- A familiarity with evidence-based investing and experience mentoring colleagues would also be welcome.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What We Offer
- A salary of £40,000–£50,000, depending on experience.
- Hybrid working, with three days in our Teesside office and two days working remotely once fully trained.
- Discretionary bonus scheme.
- Support for professional qualifications and paid professional memberships.
- Private medical insurance, pension contributions, income protection and death in service cover.
- An office next to the Tees Barrage, with ample free parking.
- Opportunities to develop your technical expertise and contribute to how we work.
- For someone interested in moving into a Financial Planner role, we also expect an opportunity in the near future, with the development route and timing discussed individually.
Interested?
Apply through LinkedIn, or contact Oliver Bourke for an informal conversation about the role.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London