Wealth Planning Team Lead – Hands-on Manager

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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