Location: Fully remote About Bluebond Bluebond Tax Planning is a specialist, fee-based estate planning and inheritance tax (IHT) advisory firm with over 20 years of experience. We work exclusively with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, helping them legally reduce or eliminate inheritance tax while ensuring their wealth is protected for future generations. Our consultative, non-sales-driven approach means no cold calling or outbound prospecting—clients come to us through marketing and high-quality introductions. As a trusted partner, we provide expert guidance on legal work, tax advice, and regulated advice strategies, ensuring our clients achieve long-term financial security. What We Offer Work with an elite client base in the HNW/UHNW space High-quality leads provided—your focus is on advising, not prospecting Hands-on experience in IHT, trusts, and estate planning Ongoing professional development and career progression opportunities High earnings – you should be earning more than £100,000 A YEAR within two years What We Are Looking For Already holding a Level 4 qualification Strong knowledge or keen interest in IHT, trusts, and estate planning Excellent communication and relationship management skills A proactive mindset with a desire to grow within the HNW/UHNW advisory space If you are looking to build your career with a firm that values expertise, integrity, and client-first advice, we would love to hear from you. All advisors work for both Bluebond and our separate, independent, regulated financial advisory company, to which all clients are referred. Apply now or get in touch for a confidential discussion.
Financial Advisor (United Kingdom) employer: Bluebond Group
Contact Detail:
Bluebond Group Recruiting Team