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Permanent, Temporary & Executive staff


CB3 Associates Ltd are a specialist recruitment business to the Financial Services sector, who from their head-office based in Leeds offer a hugely consultative approach to candidate attraction and talent sourcing, as well as the candidate job search as and when the need arises.

A hugely consultative approach

What do we do? CB3 Associates Ltd are a dedicated and specialised Financial Services sector recruitment business focusing solely on the wealth management & investment management arena. Head-officed in Leeds and offering a highly consultative, client-centric approach to candidate attraction and talent sourcing, we support IFA’s and wealth managers to in securing top talent across their back-office support teams and adviser bases.

Where do we cover? We service a Northern geographic inclusive of Yorkshire & Humberside, the North-West/North-East and the North Midlands area sourcing industry talent across a multitude of levels, from SME’s to nationally recognised corporate clients. It’s a bespoke, quality-driven recruitment service aimed at building long-lasting, trusted business relationships.

The Process

Recruitment simplified. Your business needs you focusing on that exactly that…your business. With over a decade’s worth of connections & contacts within the financial services world, we are in a much better place to identify, screen and source industry experienced people. It’s not your job – Let us take responsibility and control your search, selection and candidate attraction piece.

Talent Attraction

With over 10,000+ industry professional connections and contacts easily contactable across a multitude of platforms, we have the breadth of market knowledge and awareness required to get key hires done. And having specialised in the wealth management/IFA sector for over the last 10-years from a recruitment perspective, we can market into the right candidate demographic for you very quickly; and very easily.

The Brief

The crucial factor here is getting to know your business, your people and most importantly your culture. Representing you as a business and client we know really well and can fully advocate, vastly promotes our ability to attract the calibre of candidate required. Why should people want to come work for you? Tell us/show us. And give us the license to showcase that on your behalf.

Hiring – Process Management

We will consult and support you from start to finish in securing and onboarding new hires. Ultimately we model our business on being your ‘recruitment partner’, allowing you to lean on us for a multitude of things including industry insight, salary comparisons, candidate market mapping and more. The overall process needs to be as seamless as possible, enabling you to make fully informed and educated decisions throughout – And that’s where CB3 come in.

Why partner with CB3 Associates?

Our established team of consultants bring extensive recruitment experience, with connections to over 10,000 industry professionals providing the basis for the specialist service we offer. With extensive candidate and client networks across the North this provides us with the base to offer a time efficient, quality approach in delivering the best talent for our clients; whilst offering candidates a transparent and consultative approach in support of their next career move.

Don’t just take our word for it

Chris helped me find my new position. I have used his services before and once again was delighted with the help and advice he provided. He takes true care in matching employee to employer and once you tell him your current requirements you can totally relax in your search for a suitable position. He really listens and notes what is needed for both applicant and employer and ensures you are prepared for the interview – 100% recommend.

WendyIFA Administrator @ Dobson & Hodge

I would absolutely recommend Chris at CB3 Associates if you are looking for your next step in your Financial Services career. Chris was instrumental in helping me secure my first role in the sector, whilst I was also moving to a new part of the country; and his connections and advice were invaluable during what was a time of huge upheaval for me. Chris put me in touch with a company whose values matched with mine, and who were offering an opportunity that suited me perfectly. This was a door that would never have opened without him, which I'm sure will prove to have a profound impact on my future career. Thanks once again, Chris!

HarrisonParaplanner @ Amber River

Strongly recommend Chris. He makes it his mission to get you sorted out and takes time to nurture you through the process, prep you for interviews and was always happy to talk through any questions or problems. Thanks Chris!

WillFinancial Planner @ Hawsons WM

Chris was very helpful during the whole recruitment process. Quick at chasing and providing updates regularly. Would highly recommend.

EmiliaParaplanner @ Openwork:

What a guy - goes over and above. Sorted me 3 interviews within days early in December at a time another agency told me the market was really quiet. Understands the market well and presents suitable candidates. I am now very happy to be working with him to fill some vacancies where he placed me.

KateParaplanning Manager @ Kingswood Group

Chris helped me find a job within the wealth sector very efficiently and professionally. He gave me lots of great feedback and was very pleasant to communicate with. Would definitely recommend consulting Chris if you are looking for new work.

JessicaFinancial Planning Administrator @ Irwin Mitchell AM

I would highly recommend Chris when searching for a new role. He takes the time to understand the type of role you are looking for and communicates with you right through the process, from application through to starting the new role. He even took the time to see how I was getting on after I had started. Thanks Chris.

PaulineFile Checker @ 2plan

I would encourage anyone looking for a role in financial services to use Chris as their first point of contact. He really listened to my priorities and what I was looking for in terms of the type of business I wanted to work in from a cultural perspective. Chris is really well connected, managing to get me an interview with a company that perhaps wouldn’t have considered me based only on my CV - And I’m now doing a job I love with a great company.

SarahChartered Financial Planner @ TPO

12 Green Row
LS26 9BS
+44 (0) 7891 479 277

Company Number: 10683589