At a Glance
- Tasks: Support operations, manage reports, and enhance processes in a dynamic financial environment.
- Company: Reputable wealth management firm in Fareham with a strong team culture.
- Benefits: Flexible part-time hours, competitive pay, and opportunities for professional growth.
- Other info: Join a supportive team and enjoy a variety of tasks in a fast-paced setting.
- Why this job: Be the backbone of a thriving business and make a real difference every day.
- Qualifications: Experience in financial services and strong organisational skills.
The predicted salary is between 20250 - 24750 £ per year.
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 syste...
Financial Planning Operations Co-ordinator in Hampshire employer: Dynamite Recruitment Solutions Ltd
Join a dynamic and rapidly growing mechanical and construction fit-out company based in Central London, where your expertise as a Mechanical Project Manager will be valued and rewarded. With a strong focus on career development, competitive salary increases, and a vibrant work culture that includes team outings and social events, this employer offers a supportive environment for professional growth. Be part of a team dedicated to delivering exceptional service in the HVAC industry while enjoying the benefits of a performance-based bonus and increasing holiday allowance.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
