At a Glance
- Tasks: Support daily operations, onboard clients, and innovate processes in a dynamic fintech environment.
- Company: Join NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, wellness support, and potential equity in the company.
- Other info: Flexible working hours and a supportive, diverse team culture.
- Why this job: Kickstart your career in financial planning with hands-on experience and professional development.
- Qualifications: 2:1 degree or relevant experience; passion for personal finance and problem-solving skills.
The predicted salary is between 49500 - 60500 £ 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 exciting opportunity to join the team as a Graduate Operations Specialist. You will be responsible for supporting all aspects of day-to-day operations in the business from onboarding clients to developing and implementing new, more efficient processes. You will need to be proactive and be interested in learning about all aspects of personal finance and how a business operates. This role will allow you to kickstart your career in financial planning and you’ll be supported in achieving the CII diploma (Chartered Insurance Institute). This will require dedication from you and a significant amount of self-study. It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.
What you’ll be doing
- Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
- Owning operational processes; constantly looking to innovate and improve
- Act as a point of contact for questions relating to operational processes
- Maintaining information across multiple systems
- Learning key regulatory requirements and maintaining our compliance
- Become a culture ambassador within the company by engaging with colleagues and coming up with new ideas for collaboration
The successful applicant will be eager to pursue the CII Diploma in Regulated Financial Planning, a pathway to proficiency in offering regulated financial advice. This Level 4 diploma covers investment principles, taxation, retirement planning, and protection products, providing essential skills and knowledge for success in the field.
A genuine interest in personal finance and motivation to build your knowledge in the fintech space
A great communicator, able to be patient and empathise with customers and colleagues
Able to balance professionalism with a sense of fun
Ability to not just complete tasks but think about how to make them easier and faster
A quick learner who uses their initiative to solve problems - loves a challenge
Have strong organisational and time management skills; whilst maintaining attention to detail
Highly motivated with a keen eye for detail - Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences
We regret to inform you that NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position. Thank you for your understanding.
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
All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.
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 after a period of full time office based training (typically 3 days a week working in the office (20 Farringdon Street))
Exceptionally open and diverse, multinational team
Entrepreneurial, creative environment
Graduate / Entry Level Operations Specialist (Financial Advice) employer: Nova Wealth
NOVA Wealth is an exceptional employer that champions a dynamic and inclusive work culture, where innovation meets personal growth. With a focus on human-centered financial advice, employees benefit from hybrid working arrangements and the opportunity to engage with cutting-edge technology in a supportive environment. The company prioritises employee development, offering pathways for career advancement while fostering a collaborative atmosphere at its Farringdon Street location.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate / Entry Level Operations Specialist (Financial Advice)
✨Tip Number 1: Get to Know Financial Meetups
The finance world loves a good chat! Check out local financial meetups or webinars. It’s a great way for us to meet professionals from companies like Nova Wealth and learn about industry insights that could help us in our entry-level role.
✨Tip Number 2: Leverage Your University’s Connections
Don’t forget about your uni’s career services! They often have partnerships with companies in finance, including potential entry-level roles at places like Nova Wealth. Pop in for a chat or check their job boards regularly.
✨Tip Number 3: Join Financial Groups on Social Media
Get active in financial groups on platforms like LinkedIn or even Facebook. We can learn a lot from conversations happening there, and sometimes companies share entry-level opportunities directly with these communities.
✨Tip Number 4: Apply Directly on Our Website
When you spot a role like Graduate / Entry Level Operations Specialist (Financial Advice) at Nova Wealth, be sure to apply directly through our website. It shows your interest and initiative, and we keep an eye on applications that come through directly!
We think you need these skills to ace Graduate / Entry Level Operations Specialist (Financial Advice)
Some tips for your application 🫡
Highlight Your Academic Achievements:In the financial controlling field, showcasing your grades in relevant subjects like finance, accounting, and economics is crucial. Make sure your CV reflects any higher education qualifications or certifications you have, as they can make you stand out, even for an entry-level role like this one at Nova Wealth.
Showcase Relevant Projects or Internships:If you've worked on any finance-related projects or have interned before, include them in your application. Even if they're academic projects, detailing your role, the tools you used, and any outcomes can demonstrate your potential to excel in a financial controlling position.
Demonstrate Your Analytical Skills:Since financial controlling is all about data analysis and financial reporting, our CV should include experiences that highlight your analytical skills. Mention specific tools you're familiar with or data analysis practices you’ve studied, and let that shine through in your cover letter to show why you’d be a great fit at Nova Wealth.
Express Your Enthusiasm to Learn:As this is an entry-level position, we know you might not have years of experience, and that’s okay! Use your cover letter to express your eagerness to learn and grow in the financial controlling space. Talk about what aspects of the role excite you and how you can see yourself developing within Nova Wealth.
How to prepare for a job interview at Nova Wealth
✨Show Your Analytical Skills
In the world of financial controlling, demonstrating your analytical abilities is key. Be ready to showcase your problem-solving skills and discuss any relevant projects from your studies or internships that involved data analysis or financial modelling—how you approached the task and the insights you derived.
✨Brush Up on Financial Policies
Familiarising yourself with financial regulations and policies could be a game-changer. Expect some technical questions about budgeting processes, variance analysis, or key performance indicators (KPIs), so make sure you've got a grasp on these concepts and can discuss their importance in a business context.
✨Talk About Your Learning Approach
As it's an entry-level role, employers will be keen to see your eagerness to learn. Be prepared to share how you approach learning new skills or tools, particularly Excel or any specific financial software you've encountered during your studies. Your enthusiasm can set you apart!
✨Connect with Your Passion for Finance
Use this opportunity to express your passion for finance. Whether it's a particular project you were involved in during university or a financial concept that fascinates you, sharing your genuine interest can help you connect with the interviewer at Nova Wealth and make a memorable impression.
