Full Time Paraplanner / Administrator

About you

Bluebond Tax Planning are looking for an experienced full time Paraplanner/Administrator to join our team. This is a permanent role and not a short term contract. It will be the responsibility of the Paraplanner/Administrator working closely with our UK based team to manage the advice reports and administration of existing, new and prospective clients who are looking to resolve their inheritance tax problem. With responsibility for helping with the whole onboarding process, the ideal candidate for this role will require excellent paraplanning, administration and organisational skills, and a very high level of written and spoken English.

About us

Bluebond Tax Planning is a very profitable firm of fee-based Financial Planners specialising in inheritance tax advice, based in Wheathampstead. We have been in business for more than 20 years and are growing very quickly due to a recent successful internet marketing program. We expect to more than double our business in the next 2 years.

We pride ourselves on offering an excellent client experience in supporting and advising our High-Net-Worth clients in their retirement, inheritance tax and estate planning.

We have a very strong and fundamental ethos that employees are regarded as Partners in the business. Even though the clients and profitability are important, the happiness of the team and their engagement with their role is more important. As such, maintaining that balance between partner engagement and high performance are among the highest values in the firm.

Bluebond Tax Planning not only survived through the recent pandemic, but as actually thrived as we have seen strong continuous growth in the business.  For this reason, we are now looking to welcome a committed and experienced Paraplanner/Administrator to help build our business even further.

About the job

This role will require the following responsibilities:

About the contract

The hours are 40 per week based on Monday to Friday (hours to be decided) - Your time, with 1 hour each day for lunch.

The salary will be competitive and related to experience. The appointed person will earn 20% more than their current salary (proof will be required) with a 5% rise after 6 months and a further 5% rise after 1 year – subject to satisfactory performance. This means you can expect to earn 30% more than your current salary within 1 year. There will also be additional profit sharing dependent on the director’s discretion.

Holidays will be paid and agreed at outset of the contract with an extra day off for every calendar year working within the firm with a maximum of 5 more days.  You will receive statutory bank holidays in addition to this.  The firm shuts between Christmas Eve and 2nd January, and in addition to contracted holidays. All partners are normally given these extra 2-3 days off on full pay, subject to the Director's discretion.

We seek to help develop individuals to the maximum of their ability, and we are happy to provide good salaries and flexible working arrangements. We expect everyone working in the firm to work to their best ability and maintain the highest standards. However, we do not seek to overload people with work as this would hurt the quality of the work produced for our clientsand reduce partner satisfaction in their roles.

Our Interview Process – 5 steps

We place a huge emphasis on only appointing the right candidate with a good fit for the role and the team. Therefore, our interview process is significantly more detailed and meticulous than people normally expect.

Our directors and team review all CVs, cover letters and application videos sent to us in depth.

From this we will invite successful applicants to an initial 30-minute interview to be held over Zoom.

If successful, candidates will then be invited to a 90-minute interview held over Zoom to discuss their CV in more depth. Salary scales and any questions you have on the company will be fully covered at this interview. Therefore, if invited, you can determine if you wish to progress to the next stage.

Should candidates progress to the next stage, they will then be invited to attend a 2 hour interview over Zoom where we with assess your suitability for the role based on some competency based questions.

The last interview which will also be 2 hours will also include some competency and personality tests

Full telephone references will be taken up with previous employers before we offer the role to the successful applicant.

Initial interviews will be held at the beginning of November and the role will start as soon as possible.

Action to take

Please ensure you read the following carefully.

If you believe you meet our criteria and wish to apply for the role –you can only do so by applying via our website.  Using the below link you will be asked to email us your CV (Maximum of 2 pages) along with a link to short 5 minute video(use your phone or loom.com) whereby you answer the following questions:

PLEASE NOTE - Applications will only be accepted via the following email


We look forward to talking with you.