Operations Co-ordinator

Financial Planning Operations Co‑ordinator

Fareham, Hampshire

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.

This is a genuinely varied position, with responsibilities spanning operations, financial services administration, compliance, marketing and wider business support.

• 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.

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

• 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