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Private Wealth Assistant — Admin & Client Support
Job in
Christchurch, Dorset County, PE14, England, UK
Listed on 2026-03-07
Listing for:
Craigs Investment Partners Limited
Full Time, Part Time
position Listed on 2026-03-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading investment advisory firm in Christchurch seeks a Private Wealth Assistant to provide essential administrative and organizational support to Investment Advisers. In this full-time role, you will assist with client transactions, manage documentation, and prepare reports in a dynamic team environment. Ideal candidates will have strong organizational skills and prior experience in financial services, contributing positively to client interactions and team success.
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