Senior Financial Planner & Tech-Savvy Advisor (Hybrid)
Senior Financial Planner & Tech-Savvy Advisor (Hybrid)

Senior Financial Planner & Tech-Savvy Advisor (Hybrid)

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Create tailored financial advice and manage complex planning projects.
  • Company: A forward-thinking financial advisory startup in Greater London.
  • Benefits: Flexible working hours, competitive salary, wellness support, and equity opportunities.
  • Why this job: Join a collaborative team and innovate in the financial sector.
  • Qualifications: Around 5 years of experience and a Chartered qualification (or nearing it).
  • Other info: Dynamic environment with great potential for career growth.

The predicted salary is between 43200 - 72000 £ per year.

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. This role focuses on creating tailored financial advice and managing complex planning projects.

Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions.

The firm promotes a collaborative culture with flexible working hours, competitive salary, and various benefits including wellness support and opportunities for equity in the company.

Senior Financial Planner & Tech-Savvy Advisor (Hybrid) employer: Nova Wealth

Join a dynamic financial advisory startup in Greater London, where innovation meets collaboration. As a Senior Financial Planner, you'll thrive in a supportive environment that values your expertise and offers flexible working hours, competitive salaries, and wellness benefits. With opportunities for equity and professional growth, this is an excellent place for those looking to make a meaningful impact in the financial sector.
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Contact Detail:

Nova Wealth Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Planner & Tech-Savvy Advisor (Hybrid)

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by researching the company and its culture. Understand their approach to financial planning and think about how your skills align with their innovative solutions. This will help you stand out as a candidate who truly gets them.

✨Tip Number 3

Showcase your tech-savvy side! Be ready to discuss how you've used technology in your previous roles to enhance financial planning. This is a key aspect of the job, so make sure to highlight your experience with relevant tools and software.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.

We think you need these skills to ace Senior Financial Planner & Tech-Savvy Advisor (Hybrid)

Financial Planning
Chartered Qualification
Project Management
Tailored Financial Advice
Innovative Financial Solutions
Collaboration
Complex Problem Solving
Client Relationship Management

Some tips for your application 🫡

Show Your Passion for Innovation: When writing your application, make sure to highlight your enthusiasm for innovative financial solutions. We love candidates who think outside the box and can bring fresh ideas to the table!

Tailor Your Experience: Don’t just list your experience; tailor it to match what we’re looking for! Focus on your relevant skills and projects that showcase your ability to manage complex planning tasks and provide tailored advice.

Be Authentic: We want to get to know the real you! Use a conversational tone in your application to reflect your personality. This helps us see how you’d fit into our collaborative culture.

Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Nova Wealth

✨Know Your Numbers

Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This role is all about tailored financial advice, so being able to demonstrate your expertise with real-world examples will impress the interviewers.

✨Showcase Your Tech Savvy

Since this position requires a tech-savvy approach, be prepared to talk about the tools and software you’ve used in previous roles. Highlight any innovative solutions you've implemented that improved efficiency or client satisfaction.

✨Emphasise Collaboration

The firm values a collaborative culture, so share examples of how you've worked effectively in teams. Discuss how you’ve contributed to group projects and how you handle differing opinions to achieve a common goal.

✨Ask Insightful Questions

Prepare thoughtful questions that show your interest in the company’s vision and culture. Inquire about their approach to innovation in financial planning and how they support their team’s professional development. This shows you’re not just looking for a job, but a place where you can grow.

Senior Financial Planner & Tech-Savvy Advisor (Hybrid)
Nova Wealth

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