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For Companies At a Glance
- Tasks: Create brilliant financial advice and own the end-to-end planning process.
- Company: NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, equity potential, wellness support, and flexible working.
- Why this job: Join a purpose-driven team making a real impact on customers' financial lives.
- Qualifications: Chartered or near Chartered with 5 years of experience in financial planning.
- Other info: Dynamic, innovative environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
About NOVA:
NOVA Wealth is a fast growing start up 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 innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role:
We have an opportunity for a brilliant, experienced and technical paraplanner to join our wonderful team. At NOVA, your title will be \’Financial Planner\’. This is an elevated role compared to much of the industry where, rather than reporting into a financial adviser, you\’ll form part of our specialist planning team.
While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping shape our processes and the way we provide advice for years to come.
This role will excite those who are passionate about the industry they work in and seek to take on more responsibility within a forward-thinking firm. We are a planning led firm that leverages technology to empower our planning team to focus on the important areas which need their expertise – creating fantastic advice for our customers.
What you’ll be doing:
- Creating brilliant advice for our customers
- Being a technical expert on all things financial planning
- Cashflow modelling
- Analysis of clients existing products and investments
- Ownership of individual planning projects requiring technical expertise
- Maintaining the pinnacle of standards of advice for our customers
- Designing and refining our processes and ways of working
- Working with our tech team to help remove admin and drive efficiency
- Helping to train, support and manage more junior colleagues and admin support
Requirements
- Client centric. We put our customers at the centre of everything we do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for our customers is very important.
- Entrepreneurial mindset. We’re a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key.
- Comfortable with technology. We use a lot of tech to support our customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must.
- Team-player. Our teams work in a very close-knit way and as a startup we’re always looking to innovate, so our teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way.
- Integrity. We deal with highly confidential and personal data every day for our clients, so our people need to have the highest standards of personal integrity.
- Qualified. We are looking for Chartered (or near Chartered with 1-2 exams remaining) qualified candidates for this role. You’ll also have ~5 years of experience preparing advice for clients and have a broad range of experience in many areas of advice.
- Technical. You will be the go to technical expert in the team whenever anyone in the team for thorny or complex cases. You should have a deep understanding of complex estate planning issues, trusts, safeguarded/defined benefits, and all the weird and wonderful rules of pensions.
And it would be great, but not essential, if you had…
- STEP qualifications
- Pension transfer (DB pensions) experience
You’ll feel right at home if you’re…
- Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
- Straightforward: life is complicated enough. Don’t make it harder for yourself, or others. Sometimes the simplest approach works wonders.
- Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself
Benefits
- Join a firm with genuine purpose and impact on our customers, along with a strong moral code
- Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
- Potential to get equity in the company in the future
- Access to Wellness / mental health support (Headspace App + mental health support through private medical)
- Budget for additional learning / cost of exams
- Electric vehicle leasing through salary sacrifice / cycle to work scheme
- Flexible working hours and hybrid remote working ((typically 2-3 days a week working in the office (20 Farringdon Street))
- Exceptionally open and diverse, multinational team
- Entrepreneurial, creative environment
Financial Planner (Senior Paraplanner) employer: Nova Wealth
Contact Detail:
Nova Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Senior Paraplanner)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your expertise in financial planning. When you get the chance to chat with potential employers, share your successes and how you can bring value to their team.
✨Tip Number 3
Be proactive! If you see a company you love, don’t wait for them to post a job. Reach out directly and express your interest. A well-timed email can make all the difference and show your enthusiasm for joining their team.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals who are passionate about financial planning. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Financial Planner (Senior Paraplanner)
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through! We want to see that you’re not just qualified, but genuinely excited about making a difference in the industry.
Tailor Your CV: Make sure your CV is tailored to the role of Financial Planner. Highlight your relevant experience and skills that align with our client-centric approach and innovative mindset. We love seeing how you can contribute to our mission!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to see why you’re the right fit for the team. Remember, simplicity can be powerful!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Nova Wealth
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Understand complex estate planning issues, trusts, and pensions inside out. Being the go-to expert in these areas will show that you're ready to take on the responsibilities of the role.
✨Show Your Client-Centric Approach
NOVA Wealth puts customers at the heart of everything they do. Be prepared to discuss how you've built strong client relationships in the past and how you can simplify processes for clients. Share specific examples that highlight your attention to detail and commitment to customer satisfaction.
✨Embrace Technology
Since NOVA leverages technology to enhance their services, demonstrate your comfort with tech during the interview. Talk about any tools or software you've used in previous roles that helped streamline processes or improve client outcomes. Show that you're open to learning new technologies as well.
✨Be a Team Player
NOVA values collaboration and innovation within their close-knit teams. Prepare to discuss how you've worked effectively in teams before, especially in a startup environment. Highlight your willingness to give constructive feedback and try new approaches to problem-solving.
