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For Companies At a Glance
- Tasks: Advise high-net-worth clients on estate planning and inheritance tax strategies.
- Company: Join Bluebond Tax Planning, a leading firm with 20+ years of expertise in wealth management.
- Benefits: Enjoy high earnings potential, professional development, and no cold calling—just pure advisory work.
- Why this job: Be part of a client-first culture that values integrity and expertise while making a real impact.
- Qualifications: Must hold a Level 4 qualification and have a keen interest in trusts and estate planning.
- Other info: Work with elite clients and receive high-quality leads to focus solely on advising.
The predicted salary is between 36000 - 60000 £ per year.
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 employer: Bluebond Group
Contact Detail:
Bluebond Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the HNW/UHNW space. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships in this niche can lead to valuable referrals and insights.
✨Tip Number 2
Stay updated on the latest trends and regulations in inheritance tax and estate planning. Subscribe to relevant financial news outlets or join professional groups to enhance your knowledge and demonstrate your commitment to the field.
✨Tip Number 3
Consider seeking mentorship from experienced financial advisors who specialise in HNW/UHNW clients. Their guidance can provide you with practical insights and help you navigate the complexities of the advisory landscape.
✨Tip Number 4
Prepare for interviews by practising your communication and relationship management skills. Role-play scenarios where you explain complex financial concepts clearly and concisely, as these skills are crucial for success in this role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in inheritance tax, trusts, and estate planning. Use specific examples to demonstrate your knowledge and skills in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your keen interest in working with high-net-worth clients. Emphasise your proactive mindset and how you align with Bluebond's client-first approach. Mention your communication skills and desire for professional growth.
Showcase Relevant Skills: Highlight your excellent communication and relationship management skills in both your CV and cover letter. Provide examples of how you've successfully built relationships in previous roles or experiences.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Bluebond Group
✨Showcase Your Knowledge of IHT and Estate Planning
Make sure to brush up on inheritance tax (IHT), trusts, and estate planning before the interview. Demonstrating a solid understanding of these topics will show that you're serious about the role and can provide valuable insights to clients.
✨Highlight Your Communication Skills
Since this role involves working with high-net-worth clients, it's crucial to exhibit excellent communication and relationship management skills. Prepare examples from your past experiences where you've successfully built rapport or resolved client issues.
✨Emphasise Your Proactive Mindset
Bluebond Tax Planning values a proactive approach. Be ready to discuss how you've taken initiative in previous roles or projects, and express your eagerness to grow within the HNW/UHNW advisory space.
✨Prepare Questions for the Interviewers
Having thoughtful questions prepared shows your genuine interest in the firm and the role. Ask about their approach to client relationships, ongoing professional development opportunities, or how they support advisors in achieving high earnings.
