Paraplanner

Paraplanner, The Role:
I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18).
This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and professional qualifications, while working alongside
highly experienced Financial Planners, with the support required to become Chartered and Certified and the opportunity to progress into advising, if that is where your career aspirations lie. The successful Paraplanner will be responsible for technical research, cash flow modelling, attending meetings alongside the Financial Planners with high-net-worth clients, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals.
Salary and Benefits:
up to £40,000 basic salary (dependant on experience) + bonus (up to 10% of salary) + benefits including 35 days holiday (including bank holidays and 3 days holiday between Christmas and New Year) + pension + life insurance + medical insurance + electric car scheme + flexible working hours + ongoing professional training and development + hybrid workin...