At a Glance
- Tasks: Gather vital financial data and prepare for client check-in meetings.
- Company: Join NOVA Wealth, a fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, wellness support, learning budget, and potential equity.
- Other info: Dynamic, supportive culture with opportunities for growth and innovation.
- Why this job: Be part of a game-changing team that empowers clients to achieve their financial dreams.
- Qualifications: 1-3 years of experience, GCSE English & Maths, and a passion for personal finance.
The predicted salary is between 30000 - 36000 £ 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: Operations is the engine of our business and plays a critical role in our customers' experience. In this role, you will play an important part right at the start of a customer's relationship with us, working with them and their other financial providers to collect the vital information we need about their accounts to start our analysis. You will also own preparation for their annual review check-in meetings. As you develop knowledge of our and other providers' processes, you will be able to help develop and implement new, more efficient processes that will speed up our onboarding journey and create a better experience for our customers.
What you'll be doing:
- Client Onboarding & Data Gathering: Gather key personal/financial information from clients and other financial providers.
- Annual Review Prep: Ownership of preparing data/information for client check-in meetings.
- Process Innovation: Build a deep understanding of workflows to identify bottlenecks and help design faster, smarter, tech-enabled onboarding experiences.
- Systems & Data Integrity: Maintain immaculate records across our internal platforms and systems.
- Client & Team Support: Serve as a point of contact for operational queries from both clients and our team.
- Compliance & Excellence: Learn key FCA regulatory requirements to ensure all operational tasks remain compliant.
- Culture & Environment: Help maintain an organised, welcoming office space at Farringdon Street and act as a culture ambassador within our growing team.
Requirements:
- Experience: 1-3 years of professional work experience (operations, customer success, or financial services experience is a plus).
- Education: GCSE English & Maths grade 4-9 (C-A*) or equivalent.
- Curious & Motivated: A genuine interest in personal finance and a drive to build your knowledge in fintech.
- Great Communicator: Highly empathetic, patient, and able to build trust quickly with clients and teammates alike.
- Detail-Oriented & Organized: Exceptional time management skills with a high degree of precision when managing multitasking pipelines.
- Proactive Problem-Solver: Quick to learn, comfortable with ambiguity, and driven to take initiative when challenges arise.
- Team Player: Able to balance professionalism with a sense of fun in a scale-up environment.
Unfortunately, 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 a 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.
- Hybrid remote working after a period of full-time office-based training (typically 3-4 days a week working in the office (20 Farringdon Street)).
- Exceptionally open and diverse, multinational team.
- Entrepreneurial, creative environment.
Operations Specialist (Financial Advice) (Data Gathering) employer: NOVA
NOVA is an exceptional employer that prioritises the growth and development of its staff, offering a collaborative work culture where innovation thrives. As an On-Site Tutor in Birmingham, you will benefit from a supportive environment that encourages professional advancement while making a meaningful impact on students' learning journeys. With access to cutting-edge AI tools and a commitment to fostering strong study habits, NOVA provides a unique opportunity to engage with students and enhance your teaching skills.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist (Financial Advice) (Data Gathering)
✨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. 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.
✨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. 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 Operations Specialist (Financial Advice) (Data Gathering)
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 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 how you can be a team player!
How to prepare for a job interview at NOVA
✨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.
✨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'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!
