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Gresham Wealth


Due to expansion, Gresham Wealth Management are recruiting for a Diploma qualified Paraplanner to join our team.

Purpose of Role

To provide an interface between the Client, Consultant and other parties to the transaction(s) with the minimum of input and to compile and provide comprehensive reports, including, but not limited to, existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. To prioritise work and arrange for requisite supporting material to be obtained and to liaise with the Client to deal, confidently, with all aspects arising.

Main Responsibilities

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with planner
  • Identify and obtain the information necessary to compile reports/analysis
  • Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner
  • Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients, colleagues and other parties
  • Review investment portfolio, asset allocation, risk profile etc
  • Attend Investment Committee meetings
  • Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles & the CII’s Chartered Code of Ethics

Key skills/Experience required

  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Ability to multi‐task, prioritise effectively and plan own workload
  • Attention to detail and accuracy
  • Articulate, with excellent inter‐personal skills, both written and verbal
  • Good IT skills, preferably with experience of 1st Software/Avelo/Iress
  • Good report writing skills
  • Ability to work independently and in a team
  • Broad knowledge of financial services world
  • High level of technical knowledge


Diploma in Regulated Financial Planning (Mandatory)

Advancement to Chartered status (Preferred)

Investment Management Certificate (Non essential)

Experience and skills

  • Minimum two years experience in a comparable IFA paraplanning role
  • Conversant with and ability to provide compliant advice across the range of corporate and personal financial planning products and services.
  • Excellent communication and organisational skills
  • Ability to work under pressure and prioritise workload; meeting agreed deadlines
  • Ability to update knowledge and keep up with market/product changes
  • IT literate: Microsoft Office experience essential, 1st software/Avelo/Iress experience & Financial Express Analytics use preferred


To support client facing consultants; providing research and report preparation and help with all written material necessary for fact-find and reporting Prepare recommendations in a format which leaves no room for misinterpretation or confusion, inaccordance with company procedures To be an alternative point of client contact to the consultants To maintain support and reviews to existing client base. To identify new business opportunities from existing client base. To maintain regular liaison with Senior Partners and staff of Gresham WM to facilitate maintenance of existing client relationships and identify prospective financial services clients. Keep up to date with technical, market and consulting issues


  • Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles.
  • To provide technical research and administrative support to adviser
  • Produce suitability reports
  • Attend client meetings where necessary
  • Completion of special projects
  • Processing new business, investment switches, complete relevant admin and maintain IT system
  • Product / fund research as appropriate
  • Maintain own CPD file

Person Specification

The successful candidate will have:

  • Excellent communication skills
  • High level of integrity
  • Commitment to act in the best interests of clients at all times
  • Enthusiasm
  • Willingness to learn
  • Work as a team player
  • Experience within an IFA practice
  • Personal development/professional qualifications where required

Company Benefits

  • Minimum 24 days holiday + statutory (increasing with length of service)
  • 4 x Death in Service
  • Potential for Annual Bonus
  • Group Personal Pension Plan after satisfactory probation
  • Financial support with studying for Professional Qualifications
  • Payment of CII Membership
  • Salary dependent upon experience
  • Group Income Protection Plan
  • On site parking (not guaranteed)
  • New office suite in central Hale (next to train)
  • 9am – 5pm (1 hour lunch)

To apply for the role, please email your CV and a covering letter to [email protected]

I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.