Wealth Management Ops & Compliance Co-ordinator (Part-Time) in Fareham

Wealth Management Ops & Compliance Co-ordinator (Part-Time) in Fareham

Fareham Part-Time 19350 - 23650 £ / year (est.) No working from home possible
Dynamite Recruitment Solutions

At a Glance

  • Tasks: Support operations, administration, compliance, and client services in a dynamic wealth management team.
  • Company: Established wealth management business in Fareham with a supportive culture.
  • Benefits: Flexible part-time hours, school-friendly schedule, and a collaborative work environment.
  • Other info: Great opportunity for career growth in a thriving industry.
  • Why this job: Join a busy team and become a trusted go-to person in the wealth management sector.
  • Qualifications: Strong organisational skills and a passion for finance and client service.

The predicted salary is between 19350 - 23650 £ per year.

Dynamite-Recruitment-Solutions has partnered with a well-established wealth management business in Fareham to recruit a Financial Planning Operations Co-ordinator on a permanent, part-time basis.

The role offers 20–25 hours per week across 4–5 days, with school-friendly hours.

You’ll join a busy team supporting operations, administration, compliance, marketing and client services, acting as a trusted go-to person within the practice.

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Wealth Management Ops & Compliance Co-ordinator (Part-Time) in Fareham employer: Dynamite Recruitment Solutions

Join a dynamic team in Portsmouth as a Debt Recovery Agent, where your contributions will be valued in a supportive work culture that prioritises employee growth and development. Enjoy competitive pay, a collaborative environment, and the opportunity to make a meaningful impact by assisting customers in managing their finances effectively. With a focus on professional development and a commitment to compliance, this role offers a rewarding experience for those looking to advance their careers in customer support and debt recovery.

Dynamite Recruitment Solutions

Contact Details:

Dynamite Recruitment Solutions Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wealth Management Ops & Compliance Co-ordinator (Part-Time) in Fareham

Connect with Campus Reps

If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.

Get Involved in Financial Societies

Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.

Use LinkedIn for Hidden Gems

Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Dynamite Recruitment Solutions often post openings there first, so be on the lookout and don’t forget to engage with their content!

Showcase Your Skills Directly

When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Dynamite Recruitment Solutions.

We think you need these skills to ace Wealth Management Ops & Compliance Co-ordinator (Part-Time) in Fareham

Operations Support
Administration Skills
Compliance Knowledge
Marketing Skills
Client Services
Team Collaboration
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!

Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Dynamite Recruitment Solutions and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!

Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!

Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Dynamite Recruitment Solutions. A little light-heartedness can go a long way!

How to prepare for a job interview at Dynamite Recruitment Solutions

Brush Up on Your Numbers

For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.

Know Your Financial Products

Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!

Flexibility and Commitment are Key

Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.

Showcase Your Portfolio of Experience

Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!