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- Tasks: Empower clients with holistic financial advice and build your own client base.
- Company: NOVA Wealth is a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Enjoy competitive salary, equity potential, flexible hours, and wellness support.
- Why this job: Join a dynamic team focused on innovation and making a real impact on clients' lives.
- Qualifications: Must have level 4 diploma in financial advice and 2+ years of experience.
- Other info: Be part of a diverse, entrepreneurial environment that values integrity and creativity.
The predicted salary is between 36000 - 60000 £ per year.
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About NOVA
NOVA Wealth is a fast growing startup looking to change the face of financial advice and the way it\’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship; however, by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. At our core, we\’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.
We love doing things differently. We\’ve moved away from lengthy, paper-based suitability reports and use technology to deliver full holistic advice in an entirely digital way. We are recruiting for forward thinking Partners (Financial Advisers) who want better outcomes for their customers and to focus on client service rather than admin or report writing.
About the role
This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base. You will play a critical role in our future growth, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
Responsibilities include building your own book of clients, delivering holistic financial advice with a planning-led approach, and focusing on excellent client service to develop multi-generational relationships with both mass affluent and high-net-worth clients.
What you\’ll be doing
- Creating new business opportunities leveraging embedded lead generation channels to build your own book of clients
- Providing holistic financial advice with a financial planning-led approach, understanding clients’ unique financial needs and helping them to chart a path to the life they want
- Delivering exceptional client service to build multi-generational relationships with a diverse client base
Requirements
- Client-centric: ability to build strong client relationships, high attention to detail, and a focus on simplifying processes for clients
- Entrepreneurial mindset: comfortable with startup pace and excited by building a book of new clients
- Comfortable with technology: openness to learning and using tech to support the client journey
- Team-player: collaborative and constructive in a fast-moving, innovative environment
- Integrity: high standards of personal integrity due to handling confidential data
- Qualified: UK-regulated financial advice qualification (minimum Level 4 Diploma) with a preference for Chartered status or progression toward Chartered; 2+ years of experience is preferred
You’ll feel right at home if you’re…
- Helpful: willing to go out of your way to assist colleagues and clients
- Straightforward: clear, simple communication and approach
- Bold: readiness to pursue ideas and drive positive change
Benefits
- Join a firm with genuine purpose and impact, and a strong moral code
- Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
- Potential to receive equity in the future
- Wellness / mental health support (Headspace App and private medical support)
- Budget for additional learning and exam costs
- Electric vehicle leasing through salary sacrifice / cycle to work
- Flexible hours and hybrid remote working (typically 2-3 days in the office at 20 Farringdon Street)
- Open, diverse, multinational team and entrepreneurial environment
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Partner, Financial Adviser employer: NOVA
Contact Detail:
NOVA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner, Financial Adviser
✨Tip Number 1
Familiarise yourself with NOVA's innovative technology and how it enhances the client experience. Being able to discuss specific features of their Lifeline technology during your conversations will show your genuine interest in their approach.
✨Tip Number 2
Network with current financial advisers who have made the switch to a tech-driven model. They can provide insights into the transition process and what it takes to thrive in a startup environment like NOVA.
✨Tip Number 3
Prepare to showcase your entrepreneurial mindset by thinking of innovative ways to attract and retain clients. Be ready to share your ideas on building a client base that aligns with NOVA's mission during interviews.
✨Tip Number 4
Demonstrate your commitment to client-centric service by sharing examples from your past experiences where you went above and beyond for clients. This will resonate well with NOVA's focus on exceptional client relationships.
We think you need these skills to ace Partner, Financial Adviser
Some tips for your application 🫡
Understand the Company Culture: NOVA Wealth is a fast-growing startup that values innovation and client-centric approaches. Make sure to reflect this understanding in your application by highlighting your entrepreneurial mindset and how you align with their mission to change the financial advice industry.
Tailor Your CV: Customise your CV to showcase your experience in providing financial advice, particularly focusing on your ability to build strong client relationships and your comfort with technology. Mention any relevant qualifications, such as your level 4 diploma or Chartered status, to meet their requirements.
Craft a Compelling Cover Letter: Use your cover letter to express your passion for delivering exceptional client service and your desire to innovate within the financial advice sector. Share specific examples of how you've successfully built client relationships or leveraged technology in your previous roles.
Highlight Relevant Experience: In your application, emphasise your 2+ years of experience in financial advising. Discuss how you've helped clients achieve their financial goals and how your approach aligns with NOVA's holistic financial advice model.
How to prepare for a job interview at NOVA
✨Show Your Client-Centric Approach
NOVA Wealth places a strong emphasis on client relationships. Be prepared to discuss how you've built and maintained strong client connections in your previous roles, and share specific examples of how you've tailored your advice to meet individual client needs.
✨Demonstrate Your Entrepreneurial Spirit
As a fast-growing startup, NOVA is looking for candidates who are innovative and proactive. Highlight any experiences where you've taken initiative or developed new business opportunities, especially in a financial advisory context.
✨Embrace Technology
NOVA uses technology to enhance the client experience. Familiarise yourself with the latest tools and platforms in financial advising, and be ready to discuss how you’ve used technology to streamline processes or improve client interactions in your past roles.
✨Exhibit Integrity and Professionalism
Given the sensitive nature of financial advice, it's crucial to convey your commitment to integrity. Prepare to discuss how you handle confidential information and maintain high ethical standards in your work.
