Financial Advisor in United Kingdom

Job description

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 CISI or equivalent Level 4 qualification- if you are not qualified to advise clients as an IFA NOW, we will not consider your application
• 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.

Extra information

Status

Closed

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Part-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English