cb3 associates ltd Jobs - 16
Financial Planning Administrator
CB3 Associates Ltd - Escrick
Employment Type : Full-Time
The Company : A client-centric and family friendly wealth planning business based South side of York looking to add a Financial Planning Administrator to their adviser support team. An excellent opportunity to join a professional advice firm in a key back-office role: Office Location: York Hybrid/Home Working: Yes - Hybrid split between home/office working Package: 24-26k base annual bonus and full company benefits: 25 days holiday stats, 5% pen...
Senior Paraplanner
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: A high calibre, Harrogate based financial planning business who are looking to add an experienced Paraplanner to their expanding wealth management team. This is a key role supporting high net worth private clients who are 'at-retirement’ and are exploring estate and succession planning and tax planning solutions. Office Location: Central Harrogate Working Setup: Office-based Package: 38-45k base discretionary bonus and full company ...
Paraplanner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A high calibre, Sheffield based, private wealth focused advisory firm who are looking to add an experienced and ideally fully Diploma qualified Paraplanner to their wealth management team. Following a recent acquisition and expansion of their adviser base, the focus here is on supporting high net worth clients who are exploring estate and succession planning/tax planning solutions. Office Location: Central Sheffield Hybrid Working: ...
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: No - 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 rew...
Administration Manager
CB3 Associates Ltd - Wakefield
Employment Type : Full-Time
The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025: Location: Wakefield Hybrid Working: Office based with some WFH flex Package: 40-45k base DOE bonus and full company benefits Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan Holidays: 25 days hol...
Financial Planning Administrator
CB3 Associates Ltd - Low Moor
Employment Type : Full-Time
The Company: A top-level whole of market IFA firm (Bradford based) who are part of a larger group and looking to bring in experienced Financial Services Administrator who has supported Advisers & Planners across the breadth of private wealth focused financial advice. Note - Whilst not essential, employee benefits exposure on top would be massively beneficial: Office Location: Bradford Hybrid/Home Working: Hybrid - 3-days office, 2-days WFH P...
Financial Planning Admin Manager
CB3 Associates Ltd - Wakefield
Employment Type : Full-Time
The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025. An excellent opportunity for a man-manager who is motivated by driving workflow efficiencies, yet still enjoys the technical/product side of the service said team delivers: Location: Wakefield Hybrid Working:...
Paraplanner
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: An expanding IFA firm based in Central Harrogate looking to add an experienced, fully qualified and private wealth focused Paraplanner to their back-office support team: Office Location: Central Harrogate Hybrid/Home Working: 100% office-based Package: 37-40k base discretionary bonus & full company benefits Key Benefits: 8% Pension, 4xDIS & Private Medical Cover Holidays: 25-days stats Working Hours: 8.30am-5pm Mon-Thurs, 8....
Trainee Financial Planning Assistant
CB3 Associates Ltd - York
Employment Type : Full-Time
The Company: A family feel IFA business based in York who are looking to bring in a Trainee Financial Planning Assistant to further expand their adviser support offering. It’s an ideal opportunity for someone who is looking for an entry level role to kickstart their career following their studies, or indeed someone with 6/12-months experience looking for structured development through their CII exams: Office Location: York Working Setup: Office-...
Trainee Paraplanner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant, and ultimately a developing Paraplanner to their adviser support team. Ideally this will be an experienced Administrator who is progressing with their Diploma qualifications and is keen to take on more complex paraplanning work: Office Location: Sharrow, South side of Sheffield Working Setup: Office-ba...