Financial Planning Operations Co-ordinator

Dynamite Recruitment Solutions Ltd; Fareham; On-site; GBP 15,000 - 21,000; Part time

Benefits offered by this job

Holiday allowance pro rata

Job summary

Dynamite Recruitment Solutions Ltd is seeking a Financial Planning Operations Co-ordinator for a part-time role in Fareham. The position is 20-25 hours per week, with potential for spread across 4-5 days, offering varied exposure across operations, compliance, administration, and marketing within a growing wealth management practice.

You will work closely with the Operations Director, supporting advisers, processing new business, maintaining records, and helping with audits and marketing

Qualifications

• Experience in Financial Services, Wealth Management or an IFA practice.
• Experience supporting advisers and processing new business.
• Strong organisational and communication skills.
• Comfortable working across different areas of a business.

Responsibilities

• Support operational projects and identify process improvements.
• Prepare operational reports and management information.
• Maintain business procedures, documentation and internal records.
• Support advisers with technical submissions and new business.
• Monitor pipelines and progress cases to completion.
• Liaise with providers and internal teams to resolve queries.
• Maintain client records and CRM data.
• Support compliance monitoring, QA and outstanding actions.
• Assist with audit preparations and regulatory projects.
• Assist with marketing campaigns and client communications.
• Coordinate with designers, printers and suppliers.
• Assist with social media content and marketing materials.
• Support HR administration and onboarding.
• Provide general support across the business.

Skills

Highly organised

Proactive

Able to manage multiple priorities

Professional and reliable

Strong communicator

Calm under pressure

Cross-functional collaboration

IT confident

Team player

Customer service mindset

Tools

Microsoft Office

Job description

Financial Planning Operations Co-ordinator

Part-time Permanent 20-25 hours per week

Are you an experienced Financial Services professional who enjoys being the person who keeps everything running smoothly? Looking for school hours? I'm delighted to be supporting a well-established and highly regarded wealth management business in Fareham with the recruitment of an Operations Co-ordinator. This is a fantastic opportunity for someone who enjoys variety, takes ownership and likes being involved across different areas of a business. Working closely with the Operations Director, you'll become a key member of the team and a real go-to person across the practice.

The Role

This is a genuinely varied position, with responsibilities spanning operations, financial services administration, compliance, marketing and wider business support. You'll be involved in areas such as:

• Supporting operational projects and identifying opportunities to improve processes
• Preparing operational reports and management information
• Maintaining business procedures, documentation and internal records
• Supporting advisers with technical business submissions and new business applications
• Monitoring pipelines and proactively progressing cases through to completion
• Liaising with providers and internal teams to resolve queries
• Maintaining accurate client records and CRM systems
• Supporting compliance monitoring, quality assurance and outstanding actions
• Assisting with audit preparation and regulatory projects
• Supporting marketing campaigns, client communications and events
• Liaising with designers, printers and external suppliers
• Assisting with social media content and marketing materials
• Supporting HR administration and onboarding
• Providing general support across the business where required

No two days will be the same, so this role would suit someone who enjoys getting stuck in, solving problems and making things happen.

About You

You'll ideally have previous experience within Financial Services, Wealth Management or an IFA practice, or similar together with experience of supporting advisers and processing new business. We're looking for someone who is:

• Highly organised with excellent attention to detail
• Proactive and comfortable taking ownership
• Confident managing multiple priorities
• Professional, accurate and reliable
• A strong communicator
• Calm under pressure and adaptable
• Comfortable working across different areas of a business
• IT confident, particularly with Microsoft Office
• Naturally approachable and a genuine team player
• Passionate about delivering an excellent level of service

What's on Offer

• Permanent, part-time position
• 20-25 hours per week (
• Ideally worked across 4-5 days per week
• 25 days' holiday pro rata
• Auto-enrolment pension
• Life cover
• Private medical insurance
• A varied role with exposure to operations, compliance, financial services administration, marketing and business support
• The opportunity to play an important role within a growing and supportive business