Financial Planning Operations Co-ordinator

Financial Planning Operations Co-ordinatorPart-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 processesPreparing operational reports and management informationMaintaining business procedures, documentation and internal recordsSupporting advisers with technical business submissions and new business applicationsMonitoring pipelines and proactively progressing cases through to completionLiaising with providers and internal teams to resolve queriesMaintaining accurate client records and CRM systemsSupporting compliance monitoring, quality assurance and outstanding actionsAssisting with audit preparation and regulatory projectsSupporting ..... full job details .....