Kleboe Jardine Ltd
Wealth Manager
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Financial Planner – North East England
About the Role
Are you an experienced Financial Planner looking to join a highly respected and growing advisory business where client relationships, professional standards, and long-term career development are genuinely valued?
Our client is an established and award-recognised professional services firm with a thriving wealth management division. Due to continued growth and increasing client demand, they are seeking an experienced Financial Planner to join their team and deliver high-quality independent financial advice to a diverse portfolio of private clients, families, and business owners.
The Opportunity
Working alongside an experienced team of paraplanners and support professionals, you will provide holistic financial planning advice across:
- Investment planning
- Retirement and pension planning
- Estate and inheritance tax planning
- Trust and intergenerational wealth planning
- Protection and risk management
This is an excellent opportunity to join a collaborative environment where advisers are:
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- Supported to focus on delivering outstanding client outcomes
- Benefit from strong internal referral opportunities
- Leverage established client relationships
- Grow assets under management (AoM)
Key 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 expand client relationships
- Ensure advice remains fully compliant with FCA regulations and internal standards
- Collaborate closely with paraplanning and administration teams to deliver a first-class client experience
- Maintain professional competence through ongoing CPD and industry development
About You
Essential:
- Level 4 Diploma in Regulated Financial Planning (essential)
- Previous experience as a Financial Planner, Wealth Manager, or Senior Paraplanner transitioning into an advisory role
- Strong understanding of FCA regulations, Consumer Duty, and suitability requirements
- Excellent communication and relationship-building skills
- Proficiency in financial planning and CRM systems such as Voyant, Xplan, or similar
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Advantageous:
- Ambition to progress toward Chartered Financial Planner status
What’s on Offer?
Remuneration:
- Competitive salary and bonus package
- Hybrid working arrangements
- Strong flow of existing and referred client opportunities
Professional Development & Benefits:
- Full support toward achieving Chartered Financial Planner status
- Ongoing professional development
- Comprehensive benefits package, including:
- Life assurance
- Healthcare options
- Generous holiday allowance
- Supportive and collaborative culture with genuine career progression opportunities
Why Join Us?
If you are looking to join a business where quality advice, client relationships, and professional development are at the heart of the culture, we would welcome a confidential discussion. Apply today!
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