cb3 associates ltd Jobs - 11
Financial Planning Adminstrator
CB3 Associates Ltd - Escrick
Employment Type : Full-Time
The Company: An established, York based IFA firm looking to attract an experienced Financial Planning Administrator into their expanding, client-friendly adviser support team. Supporting Advisers and Paraplanners as part of a team of 10, they offer an opportunity to join a business providing focused HNW private clientele with family planning and wealth management advice. Office Location: Escrick, South York Working Setup: 100% office-based Packa...
Financial Planner
CB3 Associates Ltd - Mansfield
Employment Type : Full-Time
The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced Financial Planner to their team. This will be someone who has ambitions to step into a ‘head of’ type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele v...
Senior Paraplanner
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the 1m+ AUM range – A highly consultative role with client relations central to the overall business pro...
Financial Planning Administrator
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A regionally renowned, growth orientated wealth management firm based in Central Sheffield looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team: Office Location: Central Sheffield Working Setup: 100% office-based with ad-hoc flex to WFH as required Package: 28k base DOE bonus & full company benefits Benefits: 8% pension annual bonuses and full flexible benefits pa...
Financial Planning Administrator
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company: Leeds city centre-based IFA firm looking to attract an experienced Financial Planning Administrator to their continuously expanding adviser support team. Very much a growth orientated business providing HNW private clientele with broad private wealth focused, family planning advice. Office Location: Central Leeds Working Setup: 100% office-based Package: 32-34k DOE discretionary bonus and full company benefits Benefits: 4% pension, ...
Financial Planning Administrator
CB3 Associates Ltd - Lower Wortley
Employment Type : Full-Time
The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business. Office Location: Wortley, West Leeds Hybrid/...
Paraplanner
CB3 Associates Ltd - Escrick
Employment Type : Full-Time
The Company: A highly reputable York based IFA firm who are looking to bring in an experienced Paraplanner into their expanding, client-friendly technical support team. Supporting high-performing, private wealth focused Advisers as part of a team of 10, this is an excellent opportunity to join a business providing an extremely flexible working environment and setup, alongside a remit which is both technically challenging and highly consultative ...
Paraplanner
CB3 Associates Ltd - Horbury
Employment Type : Full-Time
The Company: A regionally renowned, Chartered IFA/wealth management firm based in Wakefield who are looking to add an experienced QCF level 4 Diploma qualified paraplanner to their technical team. With over 1b AUM across both private and corporate client advice this is an excellent opportunity to join an established firm with tangible growth plans across the next 12-months. Location: Wakefield Hybrid Working: Yes - 50:50 split Package: 34-37k ba...
IFA Administrator
CB3 Associates Ltd - Rotherham
Employment Type : Full-Time
The Company: Nationally renowned Financial Planning Group firm who are looking to add an experienced Technical IFA Administrator to their adviser support structure in Rotherham. An excellent opportunity to join an expanding firm specializing in providing financial advice and wealth management services to individuals, companies and trusts: Office Location: Rotherham Working Setup: Office-based Package: 28-30k DOE discretionary bonus and full comp...
Financial Planning Administrator
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company : A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Office Location: Central Leeds Hybrid/Home Working Setup: 100% office-based Package: 28-30k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Bonus: Highly re...