CB3 Associates Ltd

The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: York Working Setup: Remote/Home-based Package: £45-50k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include: Tax Planning: ISA and pension contributions & CGT planning Investment planning and retirement planning Estate planning To achieve this, you will: Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client's financial needs and objectives. Compile suitability reports Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner. Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate. Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds). Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality. The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years' experience within technical paraplanning. Essential qualifications and experience includes: Being QCF level 4 Diploma qualified Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.

The Company: A highly renowned IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding client-facing 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 client bank made up of around 80 families; with a focus on building new business opportunities around that foundation. Office Location: Sheffield Working Setup: Hybrid/Flexible Package: £70-80k base + 20/25% annual bonus & full company benefits Key Benefits: 6% pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday + stats The Role: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include: Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning. Conduct detailed client meetings to understand their financial position, objectives, and risk profile. Create and present tailored financial plans and recommendations aligned to client needs. Review and adjust client portfolios regularly to ensure they remain appropriate and on track. Use cashflow modelling to build comprehensive financial plans and update them in line with review cycles or changes in circumstances. Ensure all advice meets regulatory requirements and adheres to industry standards. Maintain accurate, thorough records of meetings, recommendations, and ongoing portfolio management. Build long-term client relationships, providing ongoing guidance and support. Carry out client reviews both remotely and face-to-face with confidence and professionalism. The Person : You will be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role suits someone who thrives in a client-centric environment, enjoys servicing an established book and is also motivated by developing new business and growing AUM. I'm looking for someone who wants: A strong client bank to inherit, with genuine opportunities to increase earnings through additional business development channels. A focused senior adviser position within an ambitious, growing firm where you can play a meaningful role in its continued development What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.

The Company: An extremely ambitious, Chartered IFA firm with multiple sites across Yorkshire are now looking to add a Junior 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. Location: South Yorkshire Working Setup: Home-based - Hybrid/Flexible Package: £40k base + bonus (OTE £60k+) & full company benefits Key Benefits: Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leave Holidays: 25 days holiday + stats The Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include: Qualifying new leads that are received by the business through various sources. Providing a holistic financial planning service to all clients who fall within our target market. Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete. Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care. Providing support and training to educate and guide other staff members. To assist with company, focus group projects, providing technical expertise as required. Ensuring processes and workflows are followed Maintaining your daily task organiser, planning your workload, ensuring deadlines are met. Delivering an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors. Looking for new business opportunities to enhance your own client base. This will include working with external professional partners, encouraging client referrals and networking to raise brand awareness. The Person: You must be QCF level 4 Diploma qualified (minimum) and hold private wealth focused advisory experience. The role will suit someone early on in their career who is looking for a client-centric, service biased role yet is motivated by developing new business and onboarding AUM; which will ultimately result in enhanced earnings. Are you wanting: An client-base to inherit/service coupled with business opportunities to drive earnings? An opportunity to impact your earnings via new business generation and service levels as part of a young, professional and highly aspirational advice business? A Chartered firm and support setup geared around fast-tracked personal and professional development? What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. 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 pushed and supported to build a long-standing career within the business. Office Location: West Leeds Hybrid/Home Working: Yes - 4-days office, 1-day WFH Package: £29-30k DOE + discretionary bonus Key Benefits: Pension, 4xDIS + Medical Cashback Plan Holidays: 26-days holiday + stats The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include: New business processing Preparing client review pack for client meetings Obtaining quotations/valuations Dealing with product providers and managing relationships accordingly Assistance with client business development and relationship management The Person: This role will suit someone who genuinely enjoys Adviser Support and liaising with clients on a day-to-day basis as part of the firm's administrative structure. It's an excellent opportunity to join an established brand with a focus on HNW private client advice. Are you looking for career stability with a firm that's growing their presence across the UK? Does investments and pensions focused administrative work genuinely motivate you? Do you enjoy regular client contact? And have past exposure to speaking with advisers/paraplanners daily to ensure the best solution for the client? What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

The Company: A well-established and growing financial planning business looking to appoint an experienced Financial Planning Administrator to support their team of Financial Advisers in a 100% remote working capacity. This is an excellent opportunity suited to someone already working within an IFA, Wealth Management or Financial Services environment who is looking to further develop their career, with a clear progression pathway into a Trainee Paraplanner role within 6-12 months. Working Setup: 100% remote/WFH Package: £28-30k base + full company benefits: Benefits: 4% pension, PMI and full study support (CII) Holidays: 25-days + stats Standard hours: Full-time - 37.5hrs The Role: A varied Financial Planning Administration role providing day-to-day support to Financial Advisers, ensuring an efficient and professional client experience throughout the advice process. Working closely with senior leadership and the wider administration team, key accountabilities include: Provide comprehensive administrative support to Financial Advisers Prepare and process new business applications across pensions, investments and protection Produce valuations, client correspondence and supporting documentation Maintain accurate and up-to-date client records and back-office systems Liaise with clients, providers and third parties to progress cases through to completion Ensure all work is completed accurately and within agreed service standards Support ongoing regulatory and compliance requirement Assist with client review preparation and general servicing activities Deliver a high standard of client service throughout the financial planning journey Develop technical knowledge with a structured progression plan towards a Trainee Paraplanner role The Person: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment (2+ years) is essential, alongside a good understanding of pensions, investments and financial services administration. The successful individual will be highly organised, possess excellent attention to detail and be confident communicating with both clients and providers. This opportunity is ideally suited to someone looking to build a long-term career within financial planning and progress into Paraplanning over the next 6-12 months. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

The Company: A well-established, independent whole of market financial planning practice looking to appoint an experienced Senior Financial Planning Administrator to their Sheffield office. Supporting a collaborative team of Advisers and Paraplanners, this is a varied opportunity suited to someone who enjoys being involved across the full financial planning process, covering pensions, investments, protection and estate planning whilst also taking ownership of the day-to-day administration function. Office Location: Sheffield Working Setup: Hybrid - up to 2-days WFH Hours: Full-time with flexible working hours available Package: £33-35k base + full company benefits: Key Benefits: Up to 6% employer pension contributions, 4x Death in Service, professional exam support and annual salary reviews Holidays: 24-days + stats with the option to purchase additional annual leave Standard hours: Flexible working available The Role: A varied Senior Financial Planning Administration/Office Management role providing administrative and operational support to a busy team of Financial Advisers and Paraplanners. Key accountabilities include: Process new business applications from submission through to completion Manage existing business transactions including withdrawals, contributions and fund switches Maintain accurate and up-to-date client records using Intelliflo (IO) Proactively manage ongoing cases and progress workflows efficiently Prepare documentation and information for annual client reviews Liaise with providers to obtain policy information and progress outstanding cases Support Financial Advisers and Paraplanners with administrative and client servicing requirements Handle inbound client and provider telephone enquiries Carry out general office administration to support the wider team Assist with compliance monitoring and regulatory documentation Ensure client records and documentation remain accurate and FCA compliant Build strong relationships with providers and internal stakeholders to ensure positive client outcomes The Person: Previous experience working as a Senior Financial Planning Administrator and/or Office Manager within an independent financial planning or wealth management environment is essential, alongside strong working knowledge of Intelliflo (Intelligent Office/IO). The successful individual will be highly organised, proactive and comfortable managing multiple cases simultaneously whilst maintaining excellent attention to detail. This is an excellent opportunity for someone looking to join a supportive, whole of market financial planning business where they can continue developing their technical knowledge and play an important role within the wider team. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.