CB3 Associates Ltd jobs

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: 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 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.