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 flexible working options.
- Other info: Be part of a diverse team and help shape the future of financial advice.
- 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.
The predicted salary is between 28800 - 48000 £ per year.
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.
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 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
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 in the office)
- Exceptionally open and diverse, multinational team
- Entrepreneurial, creative environment
Graduate/Entry Level Operations Specialist (Financial Advice) employer: NOVA
NOVA Wealth is an exceptional employer that champions innovation in financial advice, offering a dynamic and supportive work environment for aspiring professionals. With a strong focus on employee growth, you will have the opportunity to pursue the CII diploma while being part of a diverse and entrepreneurial team that values creativity and collaboration. Enjoy competitive benefits, flexible working arrangements, and the chance to make a meaningful impact in the financial sector right from the start of your career.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate/Entry Level Operations Specialist (Financial Advice)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching NOVA and its innovative approach to financial advice. Show your enthusiasm for their mission and be ready to discuss how you can contribute to their goals.
✨Tip Number 3
Practice your communication skills! As a Graduate Operations Specialist, you'll need to engage with clients and colleagues. Role-play common scenarios to boost your confidence and clarity.
✨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 genuinely interested in being part of the NOVA team.
We think you need these skills to ace Graduate/Entry Level Operations Specialist (Financial Advice)
Some tips for your application 🫡
Show Your Passion:When writing your cover letter, let us know why you're excited about a career in wealth management. Share your genuine interest in personal finance and how you see yourself contributing to our mission at NOVA.
Be Specific About Your Skills:Don’t just list your experiences; explain how they relate to the role. If you've got experience in customer service or operations, tell us how that makes you a great fit for supporting our clients and improving processes.
Keep It Simple and Straightforward:We appreciate clarity! Make sure your application is easy to read and gets straight to the point. Avoid jargon and keep your language simple so we can easily understand your qualifications and enthusiasm.
Apply Through Our Website:Make sure to submit your application through our website. This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at NOVA
✨Know Your Stuff
Before the interview, dive deep into the world of personal finance and fintech. Familiarise yourself with NOVA's mission and how they leverage technology to enhance financial advice. This will show your genuine interest and help you connect your knowledge to the role.
✨Show Off Your Communication Skills
As a Graduate Operations Specialist, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter in the job to demonstrate your ability to empathise and engage.
✨Be Proactive and Innovative
Think about ways to improve processes or solve problems before the interview. Bring ideas to the table that could streamline operations at NOVA. This shows you're not just a task completer but someone who thinks critically about efficiency and innovation.
✨Embrace the Culture
NOVA values a fun and helpful workplace. Be prepared to discuss how you can contribute to their culture. Share examples of how you've been a team player or initiated positive changes in previous roles or experiences. This will highlight your fit within their dynamic environment.
