Senior Operations Specialist (Financial Advice) in London

Senior Operations Specialist (Financial Advice) in London

London Full-Time 42000 - 60000 £ / year (est.) On-site
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At a Glance

  • Tasks: Own daily operations and enhance customer experience in a dynamic fintech environment.
  • Company: Join NOVA, a disruptive fintech start-up transforming financial advice across the UK.
  • Benefits: Enjoy flexible working, private medical benefits, and exam support for your professional growth.
  • Other info: Be part of a diverse team committed to authenticity and making a difference in fintech.
  • Why this job: Shape your role, drive innovation, and make a meaningful impact in a supportive culture.
  • Qualifications: 4+ years in financial services or relevant experience; 2:1 degree or equivalent experience required.

The predicted salary is between 42000 - 60000 £ per year.

About NOVA

NOVA is a Fintech start-up that is disrupting the financial advice market. NOVA is a Fintech start-up that is disrupting the financial advice market. We're on a mission to transform the way wealth management and financial advice are provided to clients across the UK. We are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that we can reduce our fees and open up advice to a broader audience. Using our own Lifeline technology, we are helping our clients make smarter financial decisions.

The Role

We have an exciting opportunity to join the team as a Senior Operations Specialist. You may already work in an administration role and are looking to take the next step to develop your skills, or perhaps you are a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day-to-day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. 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.

Responsibilities

  • Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
  • ‘Seeing around corners' - anticipating customer & business needs or risks
  • Untangle complex operational problems and come up with practical solutions
  • Driving the team to consistently achieve its daily, weekly & monthly targets
  • Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
  • Act as a trusted point of contact for questions relating to operational processes
  • Future potential for team leadership
  • Ensuring we are compliant with key regulatory requirements
  • Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration

Requirements

  • 2+ years of work experience - either financial services or demonstrable transferable skills from a similar industry
  • Complete the CII Certificate in Financial Services within 6 months of joining (if you haven't already)
  • A genuine interest in personal finance and motivated 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
  • 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: we like people who behave like it is always day one and who remember that without customers, there is no business
  • Straightforward: life is complicated enough. Don't make it harder for yourself, or for 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

  • We are a certified B Corp! Join a firm with a genuine purpose and impact on our customers' lives, along with a strong moral code
  • Salary & benefits (private medical, income protection, death in service)
  • Exam support (we'll pay for your exams and give you a day of study leave for each exam you sit)
  • Exceptionally open and diverse, multinational team
  • Entrepreneurial, creative environment
  • Flexible working with snazzy central London office (20 Farringdon Street)

Diversity & inclusion

At NOVA, values including diversity, inclusion and morality are at the very core of our foundation. We aim to create an environment that accepts each employee's authenticity and celebrates difference. Through our progressive spirit, we empower our employees to express their individuality, allowing each person to feel comfortable bringing 100% of themselves to work. Our commitment to diversity and inclusion runs much deeper than statistics and filling diversity targets but rather changing the face of diversity in Fintech as a whole.

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Senior Operations Specialist (Financial Advice) in London 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.

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Contact Details:

NOVA Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Operations Specialist (Financial Advice) in London

✨Tip Number 1

Familiarise yourself with NOVA's Lifeline technology and how it impacts financial advice. Understanding the tools they use will not only help you in interviews but also show your genuine interest in their operations.

✨Tip Number 2

Network with current or former employees of NOVA on platforms like LinkedIn. Engaging with them can provide insights into the company culture and operational challenges, which you can reference during your discussions.

✨Tip Number 3

Stay updated on trends in the fintech industry, especially around customer experience and operational efficiency. Being knowledgeable about these topics will allow you to contribute ideas that align with NOVA's mission.

✨Tip Number 4

Prepare to discuss specific examples from your past experiences where you've successfully solved complex operational problems. This will demonstrate your problem-solving skills and readiness for the role.

We think you need these skills to ace Senior Operations Specialist (Financial Advice) in London

Operational Process Management
Client Onboarding
Relationship Management
Regulatory Compliance
Problem-Solving Skills
Attention to Detail
Time Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights relevant experience in operations and financial services. Emphasise any roles where you've demonstrated problem-solving skills, customer relationship management, or operational process ownership.

Craft a Compelling Cover Letter:In your cover letter, express your genuine interest in fintech and personal finance. Mention specific aspects of NOVA's mission that resonate with you and how your skills align with the role of Senior Operations Specialist.

Showcase Your Communication Skills:Since the role requires strong communication abilities, provide examples in your application of how you've effectively communicated with clients or colleagues in previous positions. This could include resolving conflicts or simplifying complex information.

Highlight Your Initiative:Demonstrate your proactive nature by including instances where you've taken the initiative to improve processes or solve problems. This aligns with the company's value of innovation and will show that you're a great fit for their culture.

How to prepare for a job interview at NOVA

✨Understand the Company Culture

Before your interview, take some time to research NOVA's values and culture. They emphasise diversity, inclusion, and a customer-first approach. Showing that you align with these values can set you apart from other candidates.

✨Demonstrate Problem-Solving Skills

As a Senior Operations Specialist, you'll need to untangle complex operational problems. Be prepared to discuss specific examples from your past experience where you've successfully solved challenges or improved processes.

✨Show Your Passion for Fintech

NOVA is looking for someone genuinely interested in personal finance and fintech. Share your thoughts on current trends in the industry and how you see technology shaping financial advice in the future.

✨Prepare Questions for Your Interviewers

Having insightful questions ready shows your interest in the role and the company. Ask about their Lifeline technology, team dynamics, or how they envision the growth of the operations team as the company expands.