cb3 associates ltd Jobs - 14
Trainee Paraplanner
CB3 Associates Ltd - S118NF
Employment Type : Full-Time
The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add 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-based Package: 26-28k base DOE annual bonus &...
Financial Planner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: An established and growth orientated IFA firm based in Sheffield who are now looking to add a Financial Planner to their team to inherit an initial bank of clients, and ultimately develop business and grow AUM on the bak of that. Experience managing HNW private clientele is key. Office Location: Sheffield Hybrid/Home Working: Yes - Flexible Package: 70-80k base plus full company benefits Key Benefits: 6% pension, 4xDIS and a full fl...
Senior Paraplanner
CB3 Associates Ltd - Elland
Employment Type : Full-Time
The Company: An established, growth orientated financial planning firm based in Halifax who are looking to add an experienced, qualified Paraplanner to their technical/report writing team. This is a role in support 2 very high performing, private wealth focused financial advisers with the opportunity to take on senior/supervisory responsibilities for more junior members of staff: Office Location: Halifax Hybrid/Home Working: Yes - Hybrid office/...
Financial Planning Administrator (Part-time)
CB3 Associates Ltd - Morley
Employment Type : Full-Time
The Company: A high calibre, South Leeds based IFA firm who are looking to add a Financial Planning Administrator to their back-office team on a part-time basis. This is a technical administration role supporting multiple planners across the breadth of private wealth caseloads, primarily within investments and pensions advice. Office Location: Morley, South Leeds Working Setup: Office-based Package: 25-28k base (FTE) discretionary bonus and full...
Paraplanner
CB3 Associates Ltd - Hessle
Employment Type : Full-Time
The Company: A brilliantly run and highly reputable Chartered IFA firm based in the Hessle are of West Hull who focus individuals and businesses build, manage and protect their wealth are now looking to grow their technical team by bringing in a Qualified Paraplanner. Ideally, they are looking to attract an industry experienced, technically astute paraplanner who can supplement they already very established adviser support team. As part of a bus...
Financial Planning Administrator
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A trusted independent financial advisory firm based in Sheffield who are dedicated to helping individuals and businesses build, manage and protect their wealth. The firm are now looking to add to their Adviser Support team in a Financial Planning Administrator type capacity, with hiring managers looking to attract an industry experienced, private wealth focused administrator to their growing team. As part of a nationally recognised ...
Chartered Financial Planner
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company: A UK-based, market leading wealth management firm offering investment management, financial planning and advisory services seek a highly skilled and experienced Chartered Financial Planner to join their Wealth Management team. Acquired by a global financial powerhouse in 2016 they serve high-net-worth individuals, families, businesses and charities. The firm also provides discretionary investment management and advisory services, he...
IFA Administrator
CB3 Associates Ltd - York
Employment Type : Full-Time
The Company: A leading Chartered Financial Planning firmbased in York looking to add an experienced IFA Administrator to their back-office adviser support team. A highly professional firm with a superb young, developing team and business culture; offering a fantastic opportunity to develop through your CII Diploma qualifications and build a career in a Chartered advising HNW private clientele. Office Location: York Hybrid/Home Working: Yes - 3-d...
IFA Administrator
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: An expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Services Administrator to their back-office support team. The firm themselves are a fee-based financial planning setup who specialise in retirement planning, tax planning, investments, and pensions, offering bespoke financial advice to individuals, businesses and trusts. Office Location: Central Harrogate Hybrid/Home Work...
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...