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- Tasks: Create brilliant financial advice and manage planning projects with a focus on client needs.
- Company: NOVA Wealth is a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Enjoy competitive salary, flexible working, wellness support, and potential equity in the company.
- Why this job: Join a forward-thinking team that values innovation and empowers you to make a real impact.
- Qualifications: Chartered (or near Chartered) with 5 years of experience in financial planning required.
- Other info: Be part of a diverse, creative environment where your ideas are valued.
The predicted salary is between 60000 - 84000 ÂŁ per year.
2 weeks ago Be among the first 25 applicants
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.
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
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Industries
IT Services and IT Consulting
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Financial Planner (Senior Paraplanner) employer: NOVA
Contact Detail:
NOVA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Senior Paraplanner)
✨Tip Number 1
Familiarise yourself with NOVA Wealth's innovative approach to financial advice. Understanding their use of technology to enhance client relationships will help you demonstrate how your skills align with their mission during interviews.
✨Tip Number 2
Showcase your technical expertise in financial planning by preparing to discuss complex cases you've handled. Be ready to explain your thought process and the outcomes, as this role requires a deep understanding of intricate financial issues.
✨Tip Number 3
Network with current or former employees of NOVA Wealth on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable for tailoring your approach.
✨Tip Number 4
Prepare to discuss your entrepreneurial mindset and how you've contributed to innovation in previous roles. NOVA is looking for team players who can think outside the box, so share examples that highlight your proactive approach.
We think you need these skills to ace Financial Planner (Senior Paraplanner)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your technical expertise, client relationship skills, and any entrepreneurial projects you've been involved in.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the financial advice industry and how you align with NOVA's mission to innovate. Mention specific examples of how you've used technology to enhance client service or streamline processes.
Showcase Your Qualifications: Clearly list your qualifications, especially if you're Chartered or near Chartered. Include any relevant certifications like STEP or experience with pension transfers, as these will strengthen your application.
Demonstrate Your Client-Centric Approach: Provide examples in your application that illustrate your ability to build strong client relationships and maintain high standards of integrity. Highlight any experiences where you simplified complex financial concepts for clients.
How to prepare for a job interview at NOVA
✨Understand NOVA's Vision
Before the interview, make sure you grasp NOVA Wealth's mission to revolutionise financial advice in the UK. Familiarise yourself with their innovative Lifeline technology and how it empowers advisers. This will help you align your answers with their goals.
✨Showcase Your Technical Expertise
As a Senior Paraplanner, you'll need to demonstrate your deep understanding of complex financial planning issues. Be prepared to discuss specific cases where you've successfully navigated intricate estate planning or pension rules, showcasing your technical prowess.
✨Emphasise Client-Centric Approach
NOVA places a strong emphasis on client relationships. Prepare examples that illustrate your ability to build rapport with clients and simplify complex financial concepts for them. Highlight your attention to detail and how it has positively impacted client outcomes.
✨Demonstrate an Entrepreneurial Mindset
Given that NOVA is a fast-growing startup, they value innovative thinking. Share instances where you've contributed to process improvements or introduced new ideas in your previous roles. This will show that you're not just a team player but also someone who can drive change.
