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- Tasks: Advise high-net-worth clients on estate planning and inheritance tax strategies.
- Company: Bluebond Tax Planning is a leading firm with over 20 years of expertise in wealth protection.
- Benefits: Enjoy remote work, high earnings potential, and ongoing professional development opportunities.
- Why this job: Join a client-focused team with no cold calling and a chance to make a real impact.
- Qualifications: Must hold a Level 4 qualification and have a strong interest in estate planning.
- Other info: Work with elite clients and receive high-quality leads to focus on advising.
The predicted salary is between 72000 - 84000 £ per year.
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.
Contact Detail:
Bluebond Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (United Kingdom)
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in inheritance tax and estate planning. This knowledge will not only boost your confidence during discussions but also demonstrate your commitment to staying informed in a rapidly changing field.
✨Tip Number 2
Network with professionals in the HNW/UHNW space, such as solicitors and accountants. Building these relationships can lead to valuable referrals and insights that will enhance your understanding of client needs and expectations.
✨Tip Number 3
Prepare to showcase your communication and relationship management skills during interviews. Think of examples from your past experiences where you successfully built rapport with clients or resolved complex issues, as this will highlight your suitability for the role.
✨Tip Number 4
Research Bluebond Tax Planning thoroughly to understand their values and approach. Tailoring your conversation to align with their client-first philosophy will show that you are genuinely interested in contributing to their mission.
We think you need these skills to ace Financial Advisor (United Kingdom)
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, or estate planning. Use specific examples to demonstrate your expertise and how it aligns with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your proactive mindset. Mention why you are interested in working with high-net-worth clients and how you can contribute to Bluebond's client-first approach.
Highlight Communication Skills: In both your CV and cover letter, emphasise your excellent communication and relationship management skills. Provide examples of how you've successfully built relationships in previous roles, especially in advisory settings.
Show Enthusiasm for Professional Development: Express your desire for ongoing professional development in your application. Mention any relevant courses or certifications you are interested in pursuing to enhance your knowledge in IHT and estate planning.
How to prepare for a job interview at Bluebond Group
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in IHT, trusts, and estate planning. Be prepared to discuss how your background aligns with the firm's focus on high-net-worth clients.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate how you've successfully managed client relationships.
✨Express Your Proactive Mindset
The firm values a proactive approach, so be ready to share instances where you took initiative in your previous roles. Discuss your desire to grow within the HNW/UHNW advisory space and how you plan to contribute to the firm's success.
✨Understand the Firm's Values
Familiarise yourself with Bluebond's consultative, non-sales-driven approach. Be prepared to discuss how you can embody their values of expertise, integrity, and client-first advice in your work as a financial advisor.
