Cameron Kennedy
Wealth Planning Assistant – Team Leader
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Wealth Planning Assistant – Team Leader
Cambridge | Permanent
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.
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What you'll need
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- 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
- XPlan and Voyant useful, not essential
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