Cameron Kennedy in London is seeking a Senior Wealth Planning Assistant to join a collaborative Wealth Planning team and deliver exceptional client service.
You will provide comprehensive administrative support to Wealth Planners, assist with onboarding and meeting coordination, and maintain client records. The role offers opportunities to mentor junior staff and contribute to process improvements, within a supportive, professional wealth management environment.
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Senior Wealth Planning Assistant: Mentorship & Growth employer: Cameron Kennedy
As a leading investment management firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to take ownership of their roles. With a strong focus on professional development, we offer tailored growth opportunities and the chance to influence key decisions at the highest levels of the organisation. Our home-based Data Privacy Manager role not only allows for flexibility but also positions you at the forefront of shaping our data protection strategies in a rapidly evolving landscape.
