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- 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.
- Why this job: Kickstart your career in financial planning with hands-on experience and professional development.
- Qualifications: Interest in personal finance, strong communication skills, and a proactive attitude.
- Other info: Flexible working hours and a diverse, creative team culture.
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 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.
Requirements:
- 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.
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 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) in London employer: Nova Wealth
Contact Detail:
Nova Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate/Entry Level Operations Specialist (Financial Advice) in London
✨Tip Number 1
Get to know NOVA Wealth and its mission! Research the company’s values and how they’re changing financial advice in the UK. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Practice your communication skills! Since this role involves onboarding clients and relationship management, being able to express yourself clearly and empathetically is key. Try role-playing with friends or family to build confidence.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you’ve improved processes or tackled challenges. This will demonstrate your proactive attitude and fit for the innovative culture at NOVA.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our mission.
We think you need these skills to ace Graduate/Entry Level Operations Specialist (Financial Advice) in London
Some tips for your application 🫡
Show Your Passion: When writing your cover letter, let your enthusiasm for personal finance and wealth management shine through. We want to see that you’re genuinely excited about the opportunity to join NOVA and make a difference in the industry.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight experiences and skills that align with the role. We love seeing how your background fits into our mission of changing financial advice for the better!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid fluff and focus on what makes you a great fit for the Graduate Operations Specialist role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at NOVA.
How to prepare for a job interview at Nova Wealth
✨Know Your Stuff
Before the interview, dive deep into NOVA Wealth's mission and values. Understand how they leverage technology in financial advice and be ready to discuss how your skills can contribute to their innovative approach.
✨Show Your Passion for Personal Finance
Express your genuine interest in personal finance during the interview. Share any relevant experiences or knowledge you have about financial planning, and don’t hesitate to mention your eagerness to pursue the CII Diploma.
✨Be Proactive and Problem-Solving
Demonstrate your proactive nature by discussing past experiences where you identified inefficiencies and proposed solutions. This aligns perfectly with the role’s focus on improving operational processes.
✨Engage and Connect
Remember, communication is key! Be friendly and approachable, showing that you can balance professionalism with a sense of fun. Engage with your interviewers by asking insightful questions about the company culture and team dynamics.
