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.
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Cambridgeshire and Peterborough
A respected UK wealth management firm is looking for a Wealth Planning Assistant Team Leader for its Cambridge office.
London
An established Investment Management firm with UK and International clients.
Belfast City District
Brook Street Recruitment, in partnership with a respected Belfast wealth management firm, is seeking a Financial Services Administrator.
London
A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior IFA Administrator to join its…
London
A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior IFA Administrator to join its…
London
Are you an experienced Financial Administrator looking for a professional Wealth Management environment that still feels personal, friendly and…
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