cb3 associates ltd Jobs - 14
Paraplanner
CB3 Associates Ltd - Guiseley
Employment Type : Full-Time
The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: Office Location: Guiseley, North Leeds Hybrid/Home Working: 100% office based Package: 34-37k base DOE bonus & full company benefits Benefits: Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday stats Working week: 35hrs p/w The Role: A bro...
IFA 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: 25-26k base bonus and full company benefits Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a ful...
IFA Administrator
CB3 Associates Ltd - Shepley
Employment Type : Full-Time
The Company: Bespoke financial planning firm based in the Shepley area of South Huddersfield looking to recruit an experienced IFA Administrator/Client Services Assistant into their back-office team to support a team of high-performing, private wealth focused financial advisers. Office Location: Shepley, South side of Huddersfield Hybrid Working: No - 100% office based so employee commute/geography needs to work Package: 25-28k DOE discretionary...
Financial Planner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: Highly successful, regionally sized IFA firm based in Sheffield - Looking to recruit an Employed Financial Planner into a service orientated role, inheriting a full client bank to manage/oversee: Office Location: Sheffield Hybrid/Home Working: Yes Package: 45-65k base DOE flexible working & full company benefits The Role: Private wealth focused adviser opportunity with circa 250k recurring income to service & manage. The Per...
Financial Planning Assistant
CB3 Associates Ltd - Huddersfield
Employment Type : Full-Time
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter Package: 28-32k DOE discretionary bonus and full company benefits Benefits:...
IFA Administrator
CB3 Associates Ltd - Brighouse
Employment Type : Full-Time
The Company: Regional IFA business based in Brighouse looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing advisers. Both part-time and full-time applicants to be considered: Office Location: Brighouse, Huddersfield Hybrid/Home Working: 100% office-based Package: 25-27k DOE discretionary bonus and full company benefits Benefits: 4% pension, 4xDIS, 23-days holiday stats & full study support t...
Financial Services Administrator
CB3 Associates Ltd - Wakefield 41 Business Park
Employment Type : Full-Time
The Company : A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team. Office Location: Wakefield Hybrid/Home Working: No - 100% office-based Package: 23-25k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Highly rewarding bonus structure base...
Senior IFA Administrator
CB3 Associates Ltd - Harrogate
Employment Type : Full-Time
The Company: Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. A circa 20-adviser firm with growth plans afoot for 2024 and beyond. Office Location: Harrogate Hybrid/Home Working: Yes - 3-days office, 2 days WFH Package: 28-30k base DOE 10% bonus and full company benefits Benefits: 25 days holiday plus stats, pension, 4xDIS on top of a full company benefits pa...
Graduate role: Financial Planning Administrator
CB3 Associates Ltd - Moortown
Employment Type : Full-Time
The Company: Regional IFA firm based in Moortown, North Leeds who are looking to recruit a Graduate into an IFA Administrator in support of a high-performing Financial Planner on a dedicated, consultative support type basis; ideally progressing into paraplanning work short-term. Office Location: Moortown, North Leeds Hybrid Working: Yes - 3-days office/2-days WFH Package: 22-23k base DOE bonus and full company benefits inclusive of study support...
Paraplanner
CB3 Associates Ltd - Durkar
Employment Type : Full-Time
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes - 50:50 split Package: 32-37k base DOE bonus and full company benefits Benefits: 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package Bonus: Disc...