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Senior Wealth Planner — Chartered Path

Remote / Online - Candidates ideally in
Ayr, South Ayrshire, KA7, Scotland, UK
Listing for: Kleboe Jardine Ltd
Full Time, Remote/Work from Home position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 65000 GBP Yearly GBP 50000.00 65000.00 YEAR
Job Description & How to Apply Below

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.

We are looking to fill the Senior Wealth Planner — Hybrid Role with Chartered Path position at Kleboe Jardine Ltd in Scotland, United Kingdom.

Our group is growing, and we are hiring a Senior Wealth Planner — Hybrid Role with Chartered Path in Scotland, United Kingdom.

This opening is for the Senior Wealth Planner — Hybrid Role with Chartered Path role at Kleboe Jardine Ltd.

We are seeking a motivated Senior Wealth Planner — Hybrid Role with Chartered Path to join Kleboe Jardine Ltd in Scotland, United Kingdom.

Position Requirements
10+ Years work experience
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