CB3 Associates Ltd aims at the niche industry sector that is financial services and offers a unique recruitment partner solution to businesses looking to attract the very best talent in the local marketplace. As an offering we specialise in national, contingency recruitment across the Financial Services sector and Financial Planning/Advice, with a candidate network/data…
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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 H...
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...
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 Packa...
The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition...
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial ...
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 Hybr...
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 Packa...
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 wealt...
The Company: A leading Chartered Financial Planning firmbased in York looking to add an experienced Compliance/T&C professional to deal with all internal compliance requirements as well as overseeing adviser development and support. Office Location: ...
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 Wo...
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: Brighou...
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 ...
The Company: Family-feel IFA business looking to bring in an experienced IFA Administrator following a recent expansion to their advisory team. Currently a 15-person strong firm with plans to expand across the next 5 years - Offers an opportunity for...
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 Loc...
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