Financial Advisor
Posted 1 week ago by Bluebond Group
Negotiable
Undetermined
Remote
United Kingdom
Summary: The Financial Advisor role at Bluebond Tax Planning involves providing expert estate planning and inheritance tax advisory services to high-net-worth clients. The position is fully remote, focusing on client relationships rather than prospecting, with high-quality leads provided. Candidates should have a Level 4 qualification and a strong interest in inheritance tax and trusts, aiming for significant earnings within two years. The firm emphasizes professional development and a client-first approach in its advisory services.
Key Responsibilities:
- Provide estate planning and inheritance tax advisory services to high-net-worth clients.
- Utilize high-quality leads to focus on advising rather than prospecting.
- Engage in ongoing professional development and career progression opportunities.
- Collaborate with both Bluebond and an independent regulated financial advisory company.
Key Skills:
- Level 4 qualification.
- Strong knowledge or keen interest in inheritance tax, trusts, and estate planning.
- Excellent communication and relationship management skills.
- Proactive mindset with a desire to grow in the advisory space.
Salary (Rate): undetermined
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
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.