Wealth Planning Assistant – Team Leader
Job in
Cambridgeshire and Peterborough, Peterborough, Cambridgeshire, PE1, England, UK
Listed on 2026-10-17
Listing for:
Cameron Kennedy
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A respected UK wealth management firm is looking for a Wealth Planning Assistant Team Leader for its Cambridge office.
This is the step up for a strong Wealth Planning or IFA Administrator who's ready to lead. You keep your hands in the work — supporting Wealth Planners, running client onboarding and new business, attending client meetings and keeping XPlan accurate — while taking responsibility for a small team: their workload, their development and their day to day.
What you'll need- Experience as a Wealth Planning Assistant, IFA Administrator or Financial Planning Administrator
- A good understanding of the end-to-end financial planning process and the products behind it
- Experience leading, mentoring or supervising others, formally or informally
- Excellent accuracy and attention to detail
Are you ready to take on the Wealth Planning Assistant – Team Leader role at Cameron Kennedy?
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