Senior Wealth Planning Assistant: Onboarding & Coordination

Cameron Kennedy is seeking a Senior Wealth Planning Assistant to provide comprehensive administrative support within a collaborative Wealth Planning team in London, delivering first‑class client onboarding, meeting coordination and outcomes.

You will support Wealth Planners with client administration, prepare meetings, process new business and CDD, handle queries, maintain client records on XPlan, and help mentor junior staff while driving process improvements.

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