Cameron Kennedy is seeking a Senior Wealth Planning Assistant to provide comprehensive administrative support within a collaborative Wealth Planning team in London, delivering first‑class client onboarding, meeting coordination and outcomes.
You will support Wealth Planners with client administration, prepare meetings, process new business and CDD, handle queries, maintain client records on XPlan, and help mentor junior staff while driving process improvements.
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Senior Wealth Planning Assistant: Onboarding & Coordination in Slough 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.
