Full time Executive Assistant

Future Start Independent Financial Planning are looking for an experienced Full Time Executive Assistant to the Managing Director (“MD”), with at least three years of experience to join our team. The role will be 4 or 5 days per week with working hours 9.30am - 2-30pm. This is an on-site position and work is to be carried out in our office with address: Oak House, Reeds Crescent, Watford, Hertfordshire, WD24 4QP.

About us

Future Start Independent Financial Planning was established in 2016 to assist clients with holistic financial planning. Starting with the destination in mind, at Future Start we like to build our client plans off the back of their goals and time frames.

Future Start was born because our founder felt that for too long, many advice firms were putting their interests above that of their clients by selling products before considering the clients goals.

Future Start currently helps high net worth individuals, professionals and businessowners who are approaching retirement, at retirement or already enjoying their retirement. The areas in which we assist clients are retirement income strategies, tax planning including inheritance tax mitigation, investment strategies and advice and arranging suitable insurance to protect themselves, their families and their desired lifestyles. We also offer legal services and are soon to offer cross border advice.

About you

  • You must have fluent written and spoken English. This is essential as written notes and letters need to be completed from recordings.
  • You will have a great deal of office experience as an Executive Assistant.
  • You will be comfortable learning new software programs and should be competent using Microsoft Word, PowerPoint, and Excel.
  • You ideally have Financial Services experience, but this is not essential as full training will be given.
  • You can type at a reasonable speed.
  • You work quickly and efficiently and in a highly organised manner.
  • You have a strong eye for detail in letters and administration work.
  • You can prioritise your work without reference to others.
  • You consistently seek to identify problems and solve them.
  • You work well in a small team and as such are very flexible.
  • You are very bright, intelligent and have a generally happy demeanor.
  • You have a very high level of integrity – you do what you say you will.
  • You have good communication skills both by telephone and in writing.
  • You are loyal to your team and treat everyone respectfully.
  • You are happy working within a fast-changing environment within a growing firm.
  • You are passionate about doing a great job and exceeding expectations.
  • It is essential that you are self-motivated, proactive and willing to use your initiative when the opportunity arises.
  • You will be comfortable multi-tasking and working to deadlines.  

About the job

This role has the following responsibilities:

Your main role will be to assist our busy MD and helping him be more effective.

The role will also include carrying out personal tasks where required such as booking flights and arranging hotels.

In addition, the role will include:

  • Management of existing client records on our customer relationship management computer system (“CRM”).
  • Organise our MD across the different group companies to ensure his work tasks, client meetings and team meetings are very well organised and prioritised.
  • Check and manage several email accounts for the MD, ensuring that important requests get actioned in a timely manner.
  • Transcribe videos for blog posts.
  • Communicate with other team members by phone and Zoom as required.
  • Help develop systems and processes.
  • Produce new business decision reports for prospective clients.
  • Develop a good understanding of financial plans and products that we use.
  • Talk to and keep clients regularly updated by phone and email.
  • Support and work closely with other members of the team to ensure clients are delighted with our service.
  • Identify any inefficiencies with our service, processes or systems and consistently forward ideas to solve those problems and improve our service.
  • Review the work of colleagues to ensure excellent quality standards are maintained.
  • We are constantly seeking to improve. Over 90% of your work will be on self-managed projects to improve the effective running, systems, procedures and client engagement and service of our companies. As such, you will be a core member of our team and have a huge influence on our future operational effectiveness and profitability.

About the contract

We offer competitive salary related to experience. Applicants will be expected to declare their starting salary requirements at the point of application. The appointed person will earn a 5% rise after 6 months and a further 5% rise after 1 year, subject to satisfactory performance. There will also be additional profit sharing or bonus dependent on the director’s discretion.

Holidays will be paid and agreed upon at the 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 public holidays in addition to this.  The firm shuts between Christmas Eve and the 2nd January, and in addition to contracted holidays. All colleagues 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 the best of their ability and maintain the highest standards. However, we do not seek to overload people with work as this would jeopardize the quality of the work produced for our clients and reduce colleague satisfaction in their roles.

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 email. Email us your Resume (no more than two pages) along with a letter covering the points below:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • What your starting salary expectations are.
  • In the event you were offered the job, what notice you must give a current employer and when you would be available to start work.

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

careers@futurestartifp.com

We look forward to talking with you!

Full time Executive Assistant

Bluebond Tax Planning are looking for an experienced Full Time Executive assistant to the Managing director, with at least 3 years of experience to join our team. The role will be 40 hours per week Monday to Friday working from home. Hours of work 10am to 7pm local time or 8am to 5pm UK time.

About you

  • You have fluent written and spoken english–This is essential as written notes and letters need to be completed from recordings.
  • You have a great deal of office experience as an executive assistant. You are comfortable with learning new software programs and be able to use Microsoft Word, Powerpoint, and Excel programs well
  • You ideally have Financial Services experience, but this is not essential as full training will be given
  • You can type at a reasonable speed
  • You work quickly and efficiently and in a highly organised manner.
  • You have a strong eye for detail in letters and administration work
  • You can prioritise your work without reference to others
  • You consistently seek to identify problems and solve them
  • You work well in a small team and as such are very flexible
  • You are very bright, intelligent and have a generally happy demeanour
  • You have a very high level of integrity – you do what you say you will
  • You have good communication skills both by phone and in writing
  • You are loyal to your team and treat everyone well
  • You are happy working in a fast-changing environment in a growing firm
  • You are passionate about doing a great job and exceeding expectations

About us

Bluebond Tax Planning is a firm of fee-based Financial Planners specialising in inheritance tax advice, based in Wheathampstead in Hertfordshire. We offer a relatively unique service of bringing together legal advice, financial advice and tax advice in a one stop planning process to help people with Inheritance tax problems.

We pride ourselves on offering an excellent client experience in supporting and advising our High-Net-Worth clients in their inheritance tax and Estate planning. All our new clients have a significant inheritance tax problem– most with assets exceeding £2 million.

We have been in business for more than 20 years and are growing quickly due to a recent very successful internet marketing program. We currently talk to around 25 new HNW prospective clients a month.

There are currently 6 people in our UK team and 4 people in our internet marketing team in India.

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 Executive Assistant to help build our business even further.

About the job

This role will require the following responsibilities:
Main role – Help our very busy MD be more effective.
The role will also require sorting out some personal tasks– Booking flights etc

  • Management of existing client records on our CRM computer system.
  • Organise our MD across various companies so his work tasks and client and team meetings are well organised and prioritised
  • Check and manage email for the MD.
  • Transcribe videos for Blog posts
  • Do online research into coaching lessons
  • Communicate with other team members by phone and Zoom as required
  • Help develop systems and processes
  • Produce new business decision reports for prospective clients.
  • Develop a good understanding of financial plans and products that we use.
  • Daily reporting to management via Zoom.
  • Talk to and keep clients regularly updated by phone and email.
  • Support and work closely with other members of the team to ensure clients are delighted with our service.
  • Identify any problems with our service or systems and consistently forward ideas to solve those problems and improve our service.
  • Check other partners work to ensure excellent quality standards are maintained.
  • We are constantly seeking to improve. Over 90% of your work will be on self-managed projects to improve the effective running practices, systems and procedures of Our companies. As such, you will be a core member of our team and have a huge influence on our future operational effectiveness and profitability.

About the contract

The hours are 40 per week based on Monday to Friday10.00 am to 7.00pm - Your time, with 1 hour each day for lunch.

The salary will be competitive and related to experience. Applicant will be expected to declare their starting Salary requirements at the point of application. The appointed person will earn a 5% rise after 6 months and a further 5% rise after 1 year – subject to satisfactory performance. There will also be additional profit sharing dependent on the director’s discretion.

Holidays will be paid and agreed at out set 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 public 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 he 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 client sand reduce partner satisfaction in their roles.

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 email. Email us your CV (Maximum of 2 pages) along with a covering letter covering the points below:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • What your starting salary expectations are – we are expecting to pay competitive salaries relative to a person who lives in Bulgaria not UK salary levels.
  • In the event, you were offered the job, what notice you must give a current employer and when you would be available to start work.

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

vacancy@bluebond.co.uk

We look forward to talking with you.

Finance and Operations Manager

We require two full-time people to work in our offices in Plovdiv. Two separate companies operate very closely together and run almost identical systems using the same team of people.

Our original thoughts were to get someone to do the Financial control and Operations Manager roles. However, we are just as happy to look at people with solid experience in only one of these areas.

Our new thoughts are that one person could work as a Financial Controller for both companies, and one could also work as an Operations manager for both companies.

Therefore, please apply if you have good experience in either or both of these areas.

About you

Bluebond Tax Planning are looking for an experienced full time Finance and Operations Manager to join our team. This is a permanent role and not a short-term contract. It will be the responsibility of the manger 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 computer, administration and organisational skills, and a very high level of written and spoken English.

  • You have at least 3 years experience in operations, client relationship and administration, ideally within a customer services environment.
  • You will have a good understanding of accounts and in particular using QuickBooks to produce reports, although we have an in-house bookkeeper for all entries.
  • You have strong communication and interpersonal skills with a high level of written and spoken English. You will need to speak to both clients and service providers, so excellent English skills are essential. This will be tested at the first interview.
  • You will have strong organisational skills and a good eye for detail ensuring that you work in an efficient and professional manner.
  • You are comfortable with learning new software programs and be able to use Microsoft Word and Excel programs to a high standard.
  • You are self-motivated and able to prioritise your work without reference to others.
  • You demonstrate flexibility in working within a small team and, as such, are very flexible.
  • You are happy working in a fast-changing environment in a growing firm.
  • You have a very high level of integrity – you do what you say you will.
  • You are passionate about doing a great job and exceeding expectations.
  • You fully understand that in a small firm, there is no such thing as a job description but that we all do everything required to grow a profitable and sustainable business.
  • You want a challenging role where you can grow personally and professionally.
  • You want your skills, drive, and commitment to be both appreciated and utilised to the full.

About us

Bluebond Tax Planning is a very profitable firm of fee-based Financial Planners specialising in inheritance tax advice based in Wheathampstead, UK. 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 has 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:

  • Management of all client records on our CRM computer system and helping top improve and develop that CRM system
  • Lead, manage and develop the client onboarding process and administration.
  • Review of our accounts using QuickBooks and ensuring date is being correctly entered.
  • Develop a good understanding of financial plans and products that we use
  • Daily liaison and reporting to the UK team and management via Zoom.
  • Talk to and keep clients regularly updated by phone and email.
  • Work closely with other members of the team to ensure clients are delighted with our service.
  • Identify problems with our service or systems and consistently forward ideas to solve those problems.
  • Check other partners' work to ensure excellent quality standards are maintained.
  • We are constantly seeking to improve. Over 90% of your work will be on self-managed projects to improve the effective running practices, systems and procedures of the firm. As such, you will be a core member of our team and have a significant influence on our future operational effectiveness and profitability.

About the contract

The hours are 40 per week based on Monday to Friday, 10am to 7pm your time, working from home to start and then soon with our office in Plovdiv Bulgaria - 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 clients and 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 the email below.  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) whereby you answer the following questions:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • In the event you were offered the job, what notice you must give a current employer and when you would be available to start work.
  • Please also state what your salary expectations are based on a 20% rise on your current salary.

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

vacancy@bluebond.co.uk

We look forward to talking with you.

PS - PLEASE ENSURE YOU FOLLOW THE APPLICATION INSTRUCTIONS TO THE LETTER OR YOUR APPLICATION WILL NOT BE CONSIDERED

Legal Secretary

About you

We are currently seeking a full time highly motivated and organised Legal Secretary to join our team. The successful candidate will provide administrative support to our lawyers and help ensure that our tax and legal advisory office runs efficiently.

Workhours will be full time 10am to 7pm in our offices in Plovdiv town center.

  • Previous experience working as a legal secretary, paralegal or similar role.
  • Excellent written and verbal communication skills in English.
  • Strong organisational and time management skills.
  • Attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office and legal research tools.
  • Knowledge of legal terminology and procedures in English.
  • Own a PC to work with
  • Live in or very close to Plovdiv as the work will be done in an office in the town center

Preferred skills:

  • Knowledge in setting up Companies and Partnerships.
  • Knowledge in using legal databases such as Lexis Nexis and Tolley Tax.

About us

Bluebond Tax Planning is a very profitable firm of fee-based Financial Planners specialising in inheritance tax advice based in Wheathampstead, UK. 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 has 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:

  • Draft and prepare legal documents, including contracts, agreements, and court filings.
  • Manage our legal team’s schedules and arrange appointments.
  • Make phone calls and respond to emails and other correspondence.
  • Organise and maintain legal files and records.
  • Conduct legal research and gather information relevant to cases.
  • Co-ordinate with clients and other parties involved in client cases.
  • Work together with our finance department to issue invoices to clients and follow up on payments.
  • Maintain and update the law library.
  • Collection of CCD documents from clients.

About the contract

The hours are 40 per week based on Monday to Friday, 10am to 7pm your time, working from home to start and then soon with our office in Plovdiv Bulgaria - 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 clients and reduce partner satisfaction in their roles.

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 the email below. Send us your CV (Maximum of 2 pages) along with a short cover letter answering the following questions:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • In the event you were offered the job, what notice you must give a current employer and when you would be available to start work.
  • Please also state what your salary expectations are based on a 20% rise on your current salary.

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

vacancy@bluebond.co.uk

We look forward to talking with you.

PS - PLEASE ENSURE YOU FOLLOW THE APPLICATION INSTRUCTIONS TO THE LETTER OR YOUR APPLICATION WILL NOT BE CONSIDERED

Finance Assistant

About you

Bluebond Tax Planning are looking for an experienced full time Finance Assistant to join our team. This is a permanent role and not a short-term contract. It will be the responsibility of the manger 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 computer, administration and organisational skills, and a very high level of written and spoken English.

  • You have at least 3 years experience in operations, client relationship and administration, ideally within a customer services environment.
  • You will have a good understanding of accounts and in particular using QuickBooks to produce reports, although we have an in-house bookkeeper for all entries.
  • You have strong communication and interpersonal skills with a high level of written and spoken English. You will need to speak to both clients and service providers, so excellent English skills are essential. This will be tested at the first interview.
  • You will have strong organisational skills and a good eye for detail ensuring that you work in an efficient and professional manner.
  • You are comfortable with learning new software programs and be able to use Microsoft Word and Excel programs to a high standard.
  • You are self-motivated and able to prioritise your work without reference to others.
  • You demonstrate flexibility in working within a small team and, as such, are very flexible.
  • You are happy working in a fast-changing environment in a growing firm.
  • You have a very high level of integrity – you do what you say you will.
  • You are passionate about doing a great job and exceeding expectations.
  • You fully understand that in a small firm, there is no such thing as a job description but that we all do everything required to grow a profitable and sustainable business.
  • You want a challenging role where you can grow personally and professionally.
  • You want your skills, drive, and commitment to be both appreciated and utilised to the full.

About us

Bluebond Tax Planning is a very profitable firm of fee-based Financial Planners specialising in inheritance tax advice based in Wheathampstead, UK. 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 has 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:

  • Management of all client records on our CRM computer system and helping top improve and develop that CRM system
  • Lead, manage and develop the client onboarding process and administration.
  • Review of our accounts using QuickBooks and ensuring date is being correctly entered.
  • Develop a good understanding of financial plans and products that we use
  • Daily liaison and reporting to the UK team and management via Zoom.
  • Talk to and keep clients regularly updated by phone and email.
  • Work closely with other members of the team to ensure clients are delighted with our service.
  • Identify problems with our service or systems and consistently forward ideas to solve those problems.
  • Check other partners' work to ensure excellent quality standards are maintained.
  • We are constantly seeking to improve. Over 90% of your work will be on self-managed projects to improve the effective running practices, systems and procedures of the firm. As such, you will be a core member of our team and have a significant influence on our future operational effectiveness and profitability.

About the contract

The hours are 40 per week based on Monday to Friday, 10am to 7pm your time, working from home to start and then soon with our office in Plovdiv Bulgaria - 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 clients and 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 the email below.  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) whereby you answer the following questions:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • In the event you were offered the job, what notice you must give a current employer and when you would be available to start work.
  • Please also state what your salary expectations are based on a 20% rise on your current salary.

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

vacancy@bluebond.co.uk

We look forward to talking with you.

PS - PLEASE ENSURE YOU FOLLOW THE APPLICATION INSTRUCTIONS TO THE LETTER OR YOUR APPLICATION WILL NOT BE CONSIDERED

Office Administrator

Full-time or Part-time

About you

Bluebond Tax Planning are looking for an experienced full time or part time Office Administrator to join our team. This is a permanent role and not a short-term contract. It will be the responsibility of the manger 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 computer, administration and organisational skills, and a very high level of written and spoken English.

  • You have at least 3 years experience in operations, client relationship and administration, ideally within a customer services environment.
  • You have strong communication and interpersonal skills with a high level of written and spoken English. You will need to speak to both clients and service providers, so excellent English skills are essential. This will be tested at the first interview.
  • You will have strong organisational skills and a good eye for detail ensuring that you work in an efficient and professional manner.
  • You are comfortable with learning new software programs and be able to use Microsoft Word and Excel programs to a high standard.
  • You are self-motivated and able to prioritise your work without reference to others.
  • You demonstrate flexibility in working within a small team and, as such, are very flexible.
  • You are happy working in a fast-changing environment in a growing firm.
  • You have a very high level of integrity – you do what you say you will.
  • You are passionate about doing a great job and exceeding expectations.
  • You fully understand that in a small firm, there is no such thing as a job description but that we all do everything required to grow a profitable and sustainable business.
  • You want a challenging role where you can grow personally and professionally.
  • You want your skills, drive, and commitment to be both appreciated and utilised to the full.

About us

Bluebond Tax Planning is a very profitable firm of fee-based Financial Planners specialising in inheritance tax advice based in Wheathampstead, UK. 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 has 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:

  • Management of all client records on our CRM computer system and helping top improve and develop that CRM system
  • Lead, manage and develop the client onboarding process and administration.
  • Develop a good understanding of financial plans and products that we use
  • Daily liaison and reporting to the UK team and management via Zoom.
  • Talk to and keep clients regularly updated by phone and email.
  • Work closely with other members of the team to ensure clients are delighted with our service.
  • Identify problems with our service or systems and consistently forward ideas to solve those problems.
  • Check other partners' work to ensure excellent quality standards are maintained.
  • We are constantly seeking to improve. Over 90% of your work will be on self-managed projects to improve the effective running practices, systems and procedures of the firm. As such, you will be a core member of our team and have a significant influence on our future operational effectiveness and profitability.

About the contract

Full-time contract : The hours are 40 per week based on Monday to Friday, 10am to 7pm your time, working from home to start and then soon with our office in Plovdiv Bulgaria - 1 hour each day for lunch.

Part-time contract : 8am to 1pm or 2pm - 7pm - This is flexible depending on your needs, but you work only 5 hours per day on weekdays.

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 team members 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 clients and reduce partner satisfaction in their roles.

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 the email below. Send us your CV (Maximum of 2 pages) along with a short cover letter answering the following questions:

  • Why you want this particular job.
  • Why you think you would be suitable for the job.
  • In the event you were offered the job, what notice you must give a current employer and when you would be available to start work.
  • Please also state what your salary expectations are based on a 20% rise on your current salary.
  • Please state if you want a full-time or part-time role

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

vacancy@bluebond.co.uk

We look forward to talking with you.

PS - PLEASE ENSURE YOU FOLLOW THE APPLICATION INSTRUCTIONS TO THE LETTER OR YOUR APPLICATION WILL NOT BE CONSIDERED