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Financial Planning Operations Co-ordinator
- Aggregated by CV-Library
- Fareham
- Permanent
- Part Time
- £32,000 - £36,000 Per Annum
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.
#FinancialServices2026
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.
#FinancialServices2026