Paraplanner (Mercury Wealth Management)

Stockton-on-Tees

Mercury Wealth Management

Job Description

We have an empty seat on our bus….


You could just go through the motions. Every day, go to work, do what you have to do and come home. Repeat.


Or you could do something more than that. Every day, the team at Mercury Wealth turns up, and knows what they do that day, impacts the lives of the clients that we serve. Driven by purpose, “work” takes on a new meaning. Does this sound like something you want to be a part of? If so, I look forward to talking with you.


Still need convincing?


Our values


We are a family business and by joining Mercury Wealth, you will be joining our family. We enjoy the time we spend with each other and a good sense of humour. You will be in an environment which supports continuous development, champions reliability and builds resilience.


We don’t have everything worked out, we’re on a journey. We will need you to help us move forwards on that journey.


The role


We’re looking for a Paraplanner to join our team. You will work alongside other Paraplanners, giving technical support and counsel to the Financial Planners.


You’ll be responsible for creating Financial Plans, cashflow models, writing Suitability Reports and providing support in client meetings where necessary.


You will also have the chance to mentor and coach some of our Junior Paraplanners and Client Service & Operations team too.


Your experience


In a people business, we focus on the people. If you don’t fit this description exactly, but still think we should talk, please reach out.


Graduate level or equivalent


Diploma in Regulated Financial Planning


2 years’ experience in a Paraplanning role



Working here


We strive to develop great people, so that they can make an impact with their lives. We will offer a generous financial package alongside the ability to work flexibly around life’s commitments. We don’t count the minutes, we just do the work.


We’re constantly developing, and you will too.


Contact


Please send your application and CV to our Managing Director, Oliver Bourke – oliver@mercurywealth.co.uk