Senior Wealth Planner - Hybrid & Client-Centric

Kleboe Jardine Ltd; Scotland; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Life assurance and healthcare options

Hybrid working arrangements

Competitive salary and bonus

Job summary

Kleboe Jardine Ltd is recruiting an experienced Financial Planner to deliver independent financial advice to a diverse client base, including private clients and business owners. You will work with an established team to provide holistic planning across retirement, estate planning and protection while focusing on client outcomes.

Hybrid working, supportive development toward Chartered status, and a comprehensive benefits package accompany a competitive salary and bonus opportunity.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Experience as Financial Planner, Wealth Manager or Senior Paraplanner transitioning into advisory role.
• Strong understanding of FCA regulations, Consumer Duty and suitability requirements.
• Excellent communication and relationship-building skills.

Responsibilities

• Deliver tailored financial planning advice to new and existing clients.
• Build and maintain trusted long-term client relationships.
• Identify opportunities to grow assets under management and broaden client relationships.
• Ensure advice remains fully compliant with FCA regulations and internal standards.
• Work closely with paraplanning and administration teams to deliver a first-class client experience.
• Maintain professional competence through ongoing CPD and industry development.

Skills

Client relationships

Financial planning

FCA regulations

Communication

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

Xplan

CRM systems

Job description

Kleboe Jardine Ltd is recruiting an experienced Financial Planner to deliver independent financial advice to a diverse client base, including private clients and business owners. You will work with an established team to provide holistic planning across retirement, estate planning and protection while focusing on client outcomes.

Hybrid working, supportive development toward Chartered status, and a comprehensive benefits package accompany a competitive salary and bonus opportunity.