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Financial Planning Operations Co-ordinator

Job Posted: 3 days ago

Salary: £ 32,000 - 36,000 / Annum
Job Type: Permanent
Location: Fareham

Expire in: 25 days

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  Interested? If you're looking for a varied part-time role where you can genuinely make a difference and become an integral part of a successful financial services business, I’d love to hear from you.

 Apply today or get in touch with Tegan at Dynamite Recruitment for a confidential conversation about the role.

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