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.
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.
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:
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email:
We look forward to talking with you!
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.
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.
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
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email
We look forward to talking with 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.
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.
This role will require the following responsibilities:
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.
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email
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
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.
Preferred skills:
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.
This role will require the following responsibilities:
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email
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
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.
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.
This role will require the following responsibilities:
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.
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email
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
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.
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.
This role will require the following responsibilities:
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.
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:
PLEASE NOTE - Applications will only be accepted via the following email
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