Wealth Operations & Compliance Specialist (Part-Time)

Dynamite Recruitment; Fareham; On-site; GBP 22,000 - 32,000; Part time

Benefits offered by this job

25 days holiday pro rata

Auto-enrolment pension

Life cover

Private medical insurance

Job summary

Dynamite Recruitment is recruiting a Financial Planning Operations Co-ordinator for Fareham, Hampshire. This part-time, permanent role offers 20–25 hours per week and a busy, varied workload supporting wealth management operations and compliance.

You'll work closely with the Operations Director, helping manage client records, reports, marketing and HR tasks, and provide solid service to advisers and clients in a friendly, professional environment.

Qualifications

• Highly organised with excellent attention to detail.
• Proactive and capable of taking ownership.
• Confident managing multiple priorities and deadlines.
• Professional, accurate and reliable in communications.
• Strong team player with good interpersonal skills.

Responsibilities

• Support operational projects and identify process improvements.
• Prepare operational reports and management information.
• Maintain business procedures, documentation and internal records.
• Assist advisers with new business submissions and applications.
• Monitor pipelines and progress cases to completion.
• Coordinate with providers and internal teams to resolve queries.

Skills

Organisational skills

Attention to detail

Multi-tasking

Communication skills

IT proficiency

Tools

Microsoft Office

CRM systems

Job description

Dynamite Recruitment is recruiting a Financial Planning Operations Co-ordinator for Fareham, Hampshire. This part-time, permanent role offers 20–25 hours per week and a busy, varied workload supporting wealth management operations and compliance.

You'll work closely with the Operations Director, helping manage client records, reports, marketing and HR tasks, and provide solid service to advisers and clients in a friendly, professional environment.