Our Candidate Service
The majority of our assignments that we take on are specialist, back-office support roles spanning the technical support spectrum within the Wealth Management, Investment Management and Compliance support arena. We place people with excellent track records and extensive experience in their fields of expertise, and look to further peoples’ careers in an ever-expanding, highly rewarding industry that is financial services industry.
Our approach: We will take the time to fully understand your career objectives, the most important things to you/your family that need to be taken into account, and ultimately the specifics on the role/remit that is going to be attractive to you. We offer open and honest advice and feedback throughout the process, and are committed to absolute discretion and confidentiality in a wholly consultative recruitment offering to candidates plying their trade in the field.
Extensive client networks: What we can offer candidates over and above many generic recruitment offerings is exposure to an established, extensive, regional network of key firms and hiring managers looking for talent to add to their ranks. We have industry connections with most wealth management firms in the North, and with ever-developing personal relationships with key people who sit within these organisations we can offer a specialist tailored service to candidates looking for assistance, and indeed guidance with their job search. As a specialist within the field, what this enables us to do is introduce you as a candidate to businesses from blue chip, right through to local, boutique financial services companies that are a potential fit for your own personal needs – Both from a cultural perspective, and also in line with your own career aspirations.
Specialisation: Our specific focus on the wealth management sector ensures that we have a thorough understanding of the businesses and their people, whom we ultimately represent. Their ethos; their culture; their way of working but also the ins and outs of the role/remits for which we are recruiting are all areas of interest to potential candidates. And that extensive, detailed market knowledge allows us to advise candidates on a more effective basis, and at least guarantee we sit you in front of the right people that suits your own wants and needs.
Corey – Senior Paraplanner @ Sandringham FP
Would highly recommend Chris when searching for a role, great communication skills and positive attitude. Managed to place me in something within a week of our first conversation. Really knows his stuff and has contacts to some brilliant companies. Cannot recommend enough
Kayleigh – Paraplanning Manager @ TFAS
Chris is excellent to work with. Very professional and attentive!
Kath – Operations Manager @ BBT Group
Chris really took the time to listen to me and to understand my requirements for my new role following redundancy. He gave me helpful tips and hints to prepare for my first interview after 17 years and was always on hand when I needed him. He didn’t ‘blanket Mail’ my details to anyone and everyone- he was selective and sounded me out about potential positions to obtain my permission to send my details on to prospective employers. Chris is definitely on my shortlist of my preferred recruiters.
Lisa – Financial Planner @ The Pension Planner
Chris yet again hit it out of the park.
I’ve dealt with Chris for many years now, and he recently placed in a new role (he previously placed me in another brilliant role back in 2014).
It was a company I hadn’t considered and probably wouldn’t have, had Chris not understood exactly what I needed and exactly what the company I am now happily employed by needed.
I have recommended Chris to friends and colleagues previously, and I cannot speak highly enough of him. Top of his game, as always.
David – Admin Manager @ Quilter PCA
Chris made the whole recruitment process effortless and was very supportive at every step. I would recommend CB3 Associates to anyone looking at moving firms.
Omar – Financial Planning Manager @ True Wealth FP
Chris has always been a great recruiter/ consultant .. He is open, honest and always tells you the facts of the exact positions and their requirements. Never does he push a role but rather consults with you and your requirements. I have worked with Chris on many opportunities and my last role was obtained by him. I’m now happily employed with a company that matches my values and my future ambitions.
Steve – Recruitment Manager @ Kingswood Group
When selecting agency partners to utilise, I look for expertise in their field. There’s no doubt that Chris is just that. He takes time to listen to clients, understand their needs and provides suitable candidates, readily prepped and briefed. I wouldn’t hesitate to recommend Chris to any organisations within his field of expertise.
Nina – Company Director @ PenLife
We have worked with Chris for a number of years and have always found him to be very professional and reliable. Providing really high quality candidates. would highly recommend
Aimie – Talent Acquisition Partner @ Armstrong Watson
I have worked with Chris for a long time now, and he has placed a number of very experienced candidates into our firm’s Financial Planning Team. His ability to source great quality candidates, in line with our need and requirements, is excellent. I look forward to continuing to work with him for many years which are still to come.