Plobee Ltd is looking for an experienced full-time Office Administrator to join our team. This is a “permanent” contract role and not a short-term contract. It will be the responsibility of the Administrator, working closely with our UK-based team, to manage the administration for existing, new and prospective clients who are looking to improve their financial planning.
The ideal candidate for this role will require excellent 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 Administrator to help build our business even further.
You will receive full training to carry out the role with the following responsibilities:
Management of all client records on our CRM computer system
The hours are 40 per week based on Monday to Friday 10.00 am to 7.00pm - Your time, with 1 hour each day for lunch.
You will work from home, but we may soon open an office and you may be required to work from that office up to 3 days per week.
The salary will be competitive and related to experience. The appointed person will potentially earn a 5% rise after 6 months and a further 5% rise after 1 year – subject to satisfactory performance. This means subject to performance 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. 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 the maximum of their ability, and we are happy to provide good pay 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 email. Please email us your CV (Maximum of 2 pages) with a short cover letter.
PLEAS ENOTE – Please submit your application via the following email
