Paraplanner

About You

Bluebond Tax Planning and its IFA arm are seeking an experienced, UK-qualified Paraplanner. To be considered, you should meet the following criteria:

- Minimum of 2 years' experience in a paraplanning role within a UK financial services firm.

- Strong technical knowledge of UK financial products, tax, and pensions.

- Excellent communication skills with fluent written and spoken English.

- Highly organised, detail-oriented, and efficient.

- Proficient in Microsoft Word and Excel; adaptable to new software.

- Self-motivated with strong prioritisation skills.

- Flexible and collaborative team player.

- Comfortable in a fast-paced, growing environment.

- High level of integrity and follow-through.

- Passionate about delivering outstanding work.

- Willing to contribute broadly within a small, dynamic team.

- Looking for personal and professional growth.

About Us

Bluebond Tax Planning is a fee-based Financial Planning firm specialising in inheritance tax advice. With over 20 years of experience and recent strong growth via internet marketing, we provide high-quality estate planning services to high-net-worth clients.

We value our employees as partners. While client service and profitability are important, employee satisfaction and engagement are our top priorities. We foster a balanced culture of performance and well-being. Despite recent global challenges, Bluebond has continued to grow and thrive.

About the Job

Key responsibilities include:

- Conducting technical research and preparing detailed suitability reports.

- Collaborating with advisers to develop tailored client solutions.

- Ensuring compliance with FCA standards.

- Supporting case preparation and ongoing advice delivery.

About the Contract

This is a full-time remote role (35 hours/week, Monday–Friday). Includes a 1-hour daily lunch break.

- 20 days of annual leave, increasing by 1 day each year (up to 25 days).

- UK bank holidays plus 2–3 additional paid days off over Christmas (subject to discretion).

We support flexible work arrangements and offer competitive salaries. We aim for high-quality work while maintaining a balanced workload for team satisfaction.