Senior Wealth Planner — Hybrid Role with Chartered Path

Kleboe Jardine Ltd; Scotland; Hybrid; GBP 50.000 - 65.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Chartered status support

Zusammenfassung

Kleboe Jardine Ltd is seeking an experienced Financial Planner to deliver holistic financial planning advice to private clients, families, and business owners. You will work with a team of paraplanners and support staff to provide retirement, estate, protection, and intergenerational wealth planning.

The role offers hybrid working, a strong client referral flow, and support toward Chartered status with ongoing professional development.

Qualifikationen

• Level 4 Diploma in Regulated Financial Planning (essential).
• Experience as Financial Planner, Wealth Manager or Senior Paraplanner transitioning to advisory.
• Strong understanding of FCA regulations, Consumer Duty and suitability requirements.
• Experience using financial planning and CRM systems such as Voyant, Xplan or similar.

Aufgaben

• 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.

Kenntnisse

Client relationships

Regulatory knowledge

Communication skills

CPD ongoing

Ausbildung

Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

Xplan

Jobbeschreibung

Kleboe Jardine Ltd is seeking an experienced Financial Planner to deliver holistic financial planning advice to private clients, families, and business owners. You will work with a team of paraplanners and support staff to provide retirement, estate, protection, and intergenerational wealth planning.

The role offers hybrid working, a strong client referral flow, and support toward Chartered status with ongoing professional development.