Part-Time Wealth Operations & Compliance Coordinator

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

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