Cameron Kennedy, a respected UK wealth management firm, seeks a Wealth Planning Assistant Team Leader for its Cambridge office. This role blends hands-on work with team leadership, supporting Wealth Planners, managing onboarding and new business, and attending client meetings while keeping XPlan accurate.
You will lead a small team, shaping workload and development, and drawing on prior Wealth Planning Assistant or IFA Administrator experience to drive end-to-end financial planning excellence.
#J-18808-Ljbffr
Wealth Planning Team Lead - Hands-on Manager 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.
