Jobs from CB3 Associates Ltd

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their ever-expanding team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused clie

The Company: An extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Senior Paraplanner, and ultimately ‘lead’ Paraplanner to technical team. Ideally this will be an experienced head who is Diploma qualified and has motivations to take control of all technical output for the firm; leading the current technical support team as the business continues to

The Company: An extremely ambitious and growth orientated IFA firm with multiple sites across Yorkshire are now looking to add an experienced Financial Planner to cover a South Yorkshire patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that. Off

The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financia

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Paraplanner to their expanding technical support team. The opportunity a perfect route into a professional firm and will suit someone who is looking to progress themselves in a hands-on, right-hand man styled paraplanning environment. Office Location: Sheffield Hybrid/Home Wo

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their ever-expanding team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused clie

The Company: A hugely ambitious IFA firm based in Central Harrogate are looking to add an experienced, private wealth focused Financial Services Administrator to their back-office support team as part of their expansion across 2026. Their proposition is fee-based, with advice specialisms in retirement planning, tax planning, investments, and pensions. Ultimately offering bespoke financial advice t

The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add an experienced Financial Planning Administrator to their high calibre Adviser Support team. The role will support 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m AUM range – A highly consultative role wi

The Company: A superb Paraplanner opportunity working for a high-calibre IFA firm based in Barnsley who are looking for someone technically minded that can take on complex-case, private wealth focus research and report writing work. Motivated by working in a relaxed, family-feel type office where there is less pressure on KPI’s and more focus on quality of work/service to the client? Get in touch

The Company: A small, family feel yet highly reputable IFA business based in Harrogate who manage circa £60m AUM are now looking to recruit an industry experienced Paraplanner into their adviser support team as they look to expand. This is a perfect career opportunity for someone who enjoys the technical workload and wants to be involved in higher-value, complex-caseload client work day to day. Of

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 a Financial Planning Assistant as they look to expand their Adviser Support team. It’s a perfect opportunity for someone who is looking to progress into Office Management, with the progression path sitting within team-lead and opera

The Company: A nationally recognised wealth management firm who are South Leeds based and are looking to add a Paraplanner to their highly experienced team. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be supported to build a long-standing career within the business. Office Location: South Leeds Hybrid/Home W