cb3 associates ltd Jobs - 17
Financial Planning Assistant/Trainee Paraplanner
CB3 Associates Ltd - Sharrow Vale
Employment Type : Full-Time
The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team - Ideally this will be an experienced Administrator who is keen on progressing into some suitability report writing work: Office Location: Sharrow, South side of Sheffield Working Setup: 100% office-based initially, with WFH flex after probation Package: 25-28k base DOE annual...
Paraplanner
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team: Office Location: Central Harrogate Hybrid/Home Working: 100% office-based Package: 34-37k base discretionary bonus & full company benefits Key Benefits: 8%Pension, 4xDIS & Private Medical Cover Holidays: 25-days stats Working Hours: 8.30am-5pm Mon-Thur...
Financial Planning Administrator
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team Office Location: Central Leeds Hybrid/Home Working : Yes - 3-days office, 2 days WFH Salary/Package: 28-29k base DOE bonus/benefits Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study suppor...
Financial Planning Administrator
CB3 Associates Ltd - S37AF
Employment Type : Full-Time
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes - Flexible across office/home working up to 2-days WFH Package: 25-27k base annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled ...
Financial Planning Administrator
CB3 Associates Ltd - Chesterfield
Employment Type : Full-Time
The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: Office Location: Chesterfield Hybrid/Home Working: 100% office-based Package: 25-28k base discretionary bonus & full company benefits Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan free parking on site Holidays: 25-day...
Senior Paraplanner
CB3 Associates Ltd - YO304WG
Employment Type : Full-Time
The Company: A highly regarding and now expanding IFA business based in the York area looking to bring in an experienced, fully QCF Level 4 Diploma qualified Paraplanner. Part of a larger group and with multiple sites across the North of England this is an opportunity to join an established wealth management firm who adopt a very focused, client-centric approach to advice: Office Location: Clifton Moor, North York Hybrid/Home Working: Yes - 3-da...
Compliance Manager
CB3 Associates Ltd - Barlborough
Employment Type : Full-Time
The Company: A regional sized yet expanding wealth management firm looking to bring in a Compliance Manager to take on a broad internal compliance role inclusive of file review, T&C and some operational involvement too. Office Location: Barlborough, North Chesterfield York Hybrid/Home Working: Yes - Split between home/office Package: 50-60k base DOE discretionary bonus and full company benefits Benefits: 5% company pension, 4 x salary death ...
Financial Planning Administrator
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm. Office Location: Sheffield Hybrid/Home Working: Yes - 3-days office, 2 days WFH Package: 25-27k base bonus and full company benefits Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a ful...
Senior Paraplanner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified (minimum) Paraplanner into their expanding technical support team. Office Location: Sheffield Hybrid/Home Working: Yes - Flexible Package: 38-45k base DOE bonus and full company benefits Benefits: 4xDIS, 5% pension plus wider ...
Financial Planning Administrator
CB3 Associates Ltd - S37AF
Employment Type : Full-Time
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH Package: 25-27k base annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled ...