At a Glance
- Tasks: Support daily operations, onboard clients, and innovate processes in a dynamic fintech environment.
- Company: NOVA Wealth is a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, bonuses, wellness support, and potential equity in the company.
- Other info: Join a diverse team and enjoy flexible working hours after training.
- 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 42750 - 52250 £ 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.
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 Operations Specialist — Flexible FinTech Wealth 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 Operations Specialist — Flexible FinTech Wealth
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Nova Wealth. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Nova Wealth.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Nova Wealth. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Graduate Operations Specialist — Flexible FinTech Wealth
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Nova Wealth and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Nova Wealth how you can be a team player!
How to prepare for a job interview at Nova Wealth
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Nova Wealth.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Nova Wealth's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
