Cameron Kennedy is seeking a Wealth Planning Assistant Team Leader in Cambridge for a permanent, on-site role. The position involves supporting Wealth Planners, handling client onboarding and new business, attending client meetings, and ensuring XPlan accuracy.
You will lead a small team, overseeing workload, development, and day-to-day activities. The ideal candidate has prior wealth planning assistance experience, understands the end-to-end financial planning process, and demonstrates strong
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Wealth Planning Team Lead—Hands-On Mentor 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.
